Your question: Is Small Cap Fund good for long term investment?

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.

THIS IS INTERESTING:  Can banks pay dividends?

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.

THIS IS INTERESTING:  Frequent question: How can I invest in PMS in India?
Name Fidelity Small Cap Value
Ticker FCPVX
YTD Return % 31.7
3 YR Return (%) 12.8
Expense ratio (%) 0.96