Which Small Cap Fund is best for long term investment?
Best small cap mutual funds to invest in 2021
- Axis Small Cap Fund.
- SBI Small Cap Fund.
- Kotak Small Cap Fund.
- Nippon India Small Cap Fund.
- HDFC Small Cap Fund.
Which cap fund is best for long term?
The following table shows the top large cap funds as per the past 3-year and 5-year returns:
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| Kotak Bluechip Fund – Direct Plan – Growth | 16.87% | 25.46% |
| Canara Robeco Blue Chip Equity Fund | 17.36% | 25.42% |
| BNP PARIBAS LARGE CAP FUND DIRECT PLAN GROWTH | 16.6% | 24.83% |
| Axis Bluechip Fund | 18.55% | 24.53% |
Is it worth investing in small caps?
While individual small-cap stocks can be risky, small-cap value stocks as an asset class have outperformed the S&P 500 in the long run. … However, investing in a small-cap value index fund is actually much safer than buying any single large-cap stock. What is more, it is also likely to produce higher returns.
Is small cap high risk?
Although small-cap stocks are considered riskier investments than large-cap stocks, enough small-cap stocks are offering excellent growth potential and high potential returns on equity to warrant their inclusion in the holdings of all but the most conservative investors.
Is SBI safe for small cap fund?
Even the long term returns from SBI Small Cap Fund has been solid. The fund has generated a solid returns of 27 per cent on an annualized basis in the last 7 years, while the 10-year returns has been 20.13 per cent on an annualized basis in the last 10 years.
Which SIP is best for 30 years?
Large-Cap Schemes
| Scheme Name | 5-Year Monthly SIP | 10-Year Monthly SIP |
|---|---|---|
| ICICI Pru Top 100 Fund (G) | Rs.9,41,591 | Rs.27,57,958 |
| Quantum LT Equity Fund (G) – Direct Plan | Rs.9,15,695 | Rs.28,82,955 |
| Reliance Growth Fund (G) | Rs.10,75,057 | Rs.30,73,348 |
| SBI BlueChip Fund – Reg (G) | Rs.9,55,955 | Rs.28,57,343 |
Which mutual fund is best for 5 years investment?
10 best-performing mutual funds in the last 5 years that could make you rich
- PGIM India Mid-Cap Opportunities Fund. …
- Axis Mid-Cap Fund. …
- Nippon India Small-Cap Fund. …
- SBI Small-Cap Fund. …
- Parag Parikh Flexi-Cap Fund. …
- PGIM India Flexi-Cap Fund. …
- Quant Tax Plan (ELSS) …
- Mirae Asset Tax Saver Fund (ELSS)
Which SIP is best for 20 years?
Best Long Term SIPs At A Glance
- ICICI Prudential Corporate Bond Fund.
- HDFC Money Market Fund.
- Edelweiss Greater China Equity Off-shore Fund.
- Franklin India Feeder – Franklin U.S. Opportunities Fund.
- PGIM India Global Equity Opportunities Fund.
- Nippon India Liquid Fund.
- Invesco India Liquid Fund.
- Kotak Liquid Fund.
Will small caps recover?
While the fund’s 1.3% expense ratio is above average, its 19% return over the last three years has beaten 70% of its peers, according to Morningstar.
…
| Name | Fidelity Small Cap Value |
|---|---|
| Ticker | FCPVX |
| YTD Return % | 31.7 |
| 3 YR Return (%) | 12.8 |
| Expense ratio (%) | 0.96 |