Are small cap funds still risky for investors? This is what latest stress test shows. Should you invest?
1 month, 2 weeks ago

Are small cap funds still risky for investors? This is what latest stress test shows. Should you invest?

Live Mint  

How would you know whether a small cap mutual fund is safe to invest in terms of future volatility? The latest stress data shows that it would take up to 36 days to liquidate 25 percent of portfolio of small cap mutual fund or schemes. While it would take Axis Small Cap fund 25 days to liquidate 50 percent of portfolio during stressful situation, Quant Small Cap Fund would require 73 days. Small Cap Fund would take 62 and Tata Small Cap Fund would require 32 days, as the table below shows. Stress test reveals Small Cap funds 50% portfolio 25% portfolio Axis Small Cap Fund 25 12 DSP Small Cap Fund 49 25 HDFC Small Cap Fund 58 29 Kotak Small Cap Fund 39 20 Nippon India Small Cap Fund 33 17 quant Small Cap Fund 73 36 SBI SMALL CAP FUND 62 31 TATA SMALL CAP FUND 32 16.

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History of this topic

Small-cap funds face a higher liquidity risk. But all may not be unwell.
Trending News
2 weeks, 6 days ago

Small-cap funds face a higher liquidity risk. But all may not be unwell.

Live Mint  

Several small-cap mutual funds managing large assets will likely need more days than usual to liquidate their portfolios if the need arises, according to the latest stress test data sourced by India’s apex mutual fund body. Belapurkar added that while retail investors in India are spread across many small-ticket investments, which helps reduce liquidity risks, the recent market correction might …

Best Mutual funds: Investment in these flexi caps jumped over 3 times in 10 years
1 month ago

Best Mutual funds: Investment in these flexi caps jumped over 3 times in 10 years

Live Mint  

Before investing in a mutual fund, investors tend to view the past returns. When a mutual fund scheme grows at the rate of 12 percent over a 10-year-period, an investment of ₹one lakh would grow to ₹3 lakh, which means tripling in value over a decade. Those who are not aware, flexi cap fund refers to the scheme which invests …

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?
1 month, 3 weeks ago

These mid cap, small cap mutual funds beat the benchmark index in past 3 years. Do you own any?

Live Mint  

If you are planning to invest in a mutual fund scheme, it is quite usual to evaluate the past returns of that scheme and compare the same with its rivals in the same category. Mid cap funds For those who are not aware, mid cap mutual funds refer to the schemes which invest at least 65 per cent in mid …

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?
2 months, 2 weeks ago

Top Mutual Funds: These are the best small-cap MFs to invest in 2025. Do you own any?

Live Mint  

Top Mutual Funds: While Indian stock markets remain bullish, analysts point to small-cap mutual funds as appealing investment possibilities. At the forefront of this group are the Bandhan Small Cap Fund, ITI Small Cap Fund, and Invesco India Smallcap Fund. Close behind are Nippon India Small Cap Fund, Quant Small Cap Fund, Tata Small Cap Fund, and Franklin India Smaller …

Stress test: Have small cap mutual funds become safer for retail investors to invest?
3 months ago

Stress test: Have small cap mutual funds become safer for retail investors to invest?

Live Mint  

The latest stress test ofmutual funds reveals that the mid cap schemes will take as long as 32-34 days to liquidate 50 percent of their portfolio. Mid Cap funds Mid Cap funds Stress test Concentration of mid-caps DSP Midcap Fund 12 68.80% HDFC Mid-Cap Opportunities Fund 34 66.48 Kotak Emerging Equity Fund 32 69.89 quant Mid Cap Fund 20 73.47 …

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year
3 months ago

Best Mutual Funds 2024: THESE large cap, mid cap, small cap schemes beat the benchmark index in past 1 year

Live Mint  

If you are planning to invest in a mutual fund, then it is recommended to examine the past returns of that scheme vis-a-vis other schemes in the same category. Here we list out the schemes which have managed to beat the benchmark returns Large cap funds Large Cap schemes 1-year-return Aditya Birla Sun Life Frontline Equity Fund 24.48 Bandhan Large …

Are small cap mutual funds still risky? It would take THIS long to liquidate 50% portfolio, shows latest stress test
3 months, 3 weeks ago

Are small cap mutual funds still risky? It would take THIS long to liquidate 50% portfolio, shows latest stress test

Live Mint  

Around nine months after the stress tests for small and mid cap funds became mandatory for mutual fund houses, some of these funds would still require as long as 43 to 56 days to liquidate 50 percent of their portfolio in case of a stress event, reveals the latest data for October. Fund-specific liquidation timeframes As the table below shows, …

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns
7 months, 3 weeks ago

Best mutual funds to invest in large-cap, mid-cap and small-cap categories based on their past 3-year returns

Live Mint  

At the time of investing in a mutual fund, investors tend to evaluate the past returns of different schemes in the same category to make a comparative analysis. Large Cap Funds 3-year-return Baroda BNP Paribas Large Cap Fund 20.16 Nippon India Large Cap Fund 24.93 JM Large Cap Fund 21.97 ICICI Prudential Bluechip Fund 21.80 HDFC Top 100 Fund 21.58 …

Mid-cap to small-cap equity schemes - what mutual fund stress test revealed
11 months ago

Mid-cap to small-cap equity schemes - what mutual fund stress test revealed

Hindustan Times  

Mutual funds have been growing steadily over the years and as more and more retail investors jump on this bandwagon, things are set to improve further. However, the latest data shows a massive positive change in this small cap indicating it would now take 29 days to liquidate 50 percent of its portfolio and 15 days to liquidate 25 percent. …

Sebi-mandated stress tests on small, midcaps serve a purpose despite limitations
11 months, 3 weeks ago

Sebi-mandated stress tests on small, midcaps serve a purpose despite limitations

Live Mint  

Small-cap stocks typically face liquidity challenges compared to their larger counterparts. In response, the Securities and Exchange Board of India has initiated an evaluation, or stress tests, to determine if fund managers can efficiently liquidate stocks to meet redemption requests. These mandated stress tests on mid- and small-cap mutual fund schemes have uncovered potential higher risks for larger players compared …

Sebi stress test: Nippon India, biggest smallcap fund, will take this long to sell off portfolio
1 year ago

Sebi stress test: Nippon India, biggest smallcap fund, will take this long to sell off portfolio

Hindustan Times  

Nippon India Mutual Fund released its first stress test report of smallcap and midcap schemes. Nippon India stress test: Nippon India Mutual Fund manages the largest smallcap fund with assets under management of ₹ 46,044 crore. Nippon Mutual Fund disclosed it would take 27 days to liquidate 50% of the portfolio of its small-cap fund. Among others, Edelweiss Mutual Fund …

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns
1 year, 4 months ago

Best flexi cap mutual funds: Top 6 schemes beat the benchmark index returns

Live Mint  

Flexi cap funds refer to the mutual fund schemes that are mandated to invest their assets across large cap, mid cap and small cap stocks with a minimum of 65 percent of assets in equity and equity-related instruments. These flexi cap mutual funds delivered maximum returns in the past three years: Flexi cap funds 3-year-returns Benchmark HDFC Flexi Cap Fund …

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years
1 year, 5 months ago

Mutual Funds: Top-performing large, mid and small-cap funds in last 10 years

Live Mint  

With so many mutual fund houses launching new fund offers every month and the old ones plying in the market to create wealth, many old and new investors are eager to know which of them can help them create wealth. Large-cap funds 10-year returns Nippon India Large Cap Fund 17.94 Mirae Asset Large Cap Fund 17.77 SBI Blue Chip Fund …

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year
1 year, 5 months ago

Top Mutual Funds: These small-cap funds gave up to 42% returns in just one year

Live Mint  

Small-cap mutual funds have given stellar returns to investors in the last year. With a gain of 42.46 per cent, Quant Smallcap Fund Dir emerged as the top gainer. It was followed by HDFC Smallcap Dir and Franklin India Smaller Companies Fund as per data available on Value Research. 10 small-cap funds delivered the best return in one year Quant …

Investors flock to small cap mutual funds as returns soar
1 year, 9 months ago

Investors flock to small cap mutual funds as returns soar

Times of India  

In the last few years, the small cap mutual funds category has been buzzing. In fact, mutual fund advisors have been asking their clients to invest in small cap funds. Other small cap funds like the Tata Small Cap Fund, the HDFC Small Cap Fund and HSBC Small Cap Fund have given returns of 42.01%, 44.66% and 45.03% respectively in …

Small- and mid-cap mutual funds open doors again, but should you invest?
6 years, 6 months ago

Small- and mid-cap mutual funds open doors again, but should you invest?

Live Mint  

The doors are opening up and you may walk if you wish. On Monday, L&T Emerging Businesses Fund, a small-cap mutual fund, started to allow investors to invest lump sum as well as through systematic investment plans with no limits. Taking advantage of a continued correction in small- and mid-cap stocks, mutual fund houses are increasingly looking to invest in …

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