Scheme type
AMC
Risk appetite
Rating
Returns
Min. investment
Rs. 1000.0
5 Year Returns
29.32%
Min. investment
Rs. 100.0
5 Year Returns
27.32%
Min. investment
Rs. 500.0
5 Year Returns
26.03%
Min. investment
Rs. 100.0
5 Year Returns
25.91%
Min. investment
Rs. 100.0
5 Year Returns
25.14%
Min. investment
Rs. 100.0
5 Year Returns
24.28%
Min. investment
Rs. 100.0
5 Year Returns
23.63%
Min. investment
Rs. 1000.0
5 Year Returns
23.37%
Min. investment
Rs. 500.0
5 Year Returns
23.16%
Min. investment
Rs. 1000.0
5 Year Returns
23.07%
Min. investment
Rs. 100.0
5 Year Returns
23.00%
Min. investment
Rs. 200.0
5 Year Returns
22.72%
Frequently asked questions
Are small-cap mutual funds a good investment option?
Small-cap mutual funds may offer high growth potential but come with higher risk and are susceptible to market volatility. This makes them suitable investment options for investors with a higher risk tolerance and long-term investment horizon.
Which small-cap fund is the best for a 5-year investment horizon?
There are many top small-cap mutual funds suitable for a 5-year investment horizon. It is advisable to compare multiple funds to determine the one that suits you best. Also, remember to consider factors such as your financial objectives and risk profile when selecting a fund.
How to select a small-cap fund?
When selecting a small-cap mutual fund, you must consider factors like historical performance, expense ratio, Sharpe ratio, standard deviation, fund manager's track record, risk management measures and the fund's investment strategy.
Can I invest in 2 small-cap funds at the same time?
Yes. You can invest in two small-cap funds simultaneously. However, it is advisable to diversify your investment portfolio by investing in different mutual funds. Doing so can help reduce risk and protect your capital against adverse market movements.
Are small-cap funds risky?
Yes, small-cap funds are generally riskier due to their susceptibility to market volatility. However, they may also offer substantial returns, especially in the long term.
Should I invest in small-cap mutual funds?
If you possess high-risk tolerance, a long-term investment horizon and the ability to withstand market fluctuations, you may consider investing in small-cap funds.
What are the expected returns of small-cap funds?
The expected returns of small-cap mutual funds vary depending on the type of fund. It is important to remember that the returns are not guaranteed and are dependent on market conditions.
Disclaimer
Bajaj Finance Limited (“BFL”) is an NBFC offering loans, deposits and third-party wealth management products.
The information contained in this article is for general informational purposes only and does not constitute any financial advice. The content herein has been prepared by BFL on the basis of publicly available information, internal sources and other third-party sources believed to be reliable. However, BFL cannot guarantee the accuracy of such information, assure its completeness, or warrant such information will not be changed.
This information should not be relied upon as the sole basis for any investment decisions. Hence, User is advised to independently exercise diligence by verifying complete information, including by consulting independent financial experts, if any, and the investor shall be the sole owner of the decision taken, if any, about suitability of the same.
