Analysis

Looking for smallcap mutual funds? Here are the top 4 picks for July

Criteria for finalising smallcaps
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Criteria for finalising smallcaps
ETMutualFunds shortlisted the top smallcap mutual funds based on mean rolling returns, consistency in the last three years, downside risk, outperformance, and asset size (threshold size is Rs 50 crore).
Axis Small Cap Fund
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2/6
Axis Small Cap Fund
Launched in November 2013, this smallcap fund has offered a 25% return. Axis Small Cap Fund has been in the third quartile in the last three months. The scheme had been in the second quartile before that.
SBI Small Cap Fund
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3/6
SBI Small Cap Fund
Launched in December 2009, this smallcap fund has offered a 23.8% return. SBI Small Cap Fund has been in the fourth quartile in the last 13 months. The scheme had been in the third quartile earlier.
Kotak Small Cap Fund
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4/6
Kotak Small Cap Fund
Launched in February 2005, this smallcap fund has offered a 27.1% return. Kotak Small Cap Fund has been in the fourth quartile in the last 14 months. The scheme had been in the third quartile earlier.
Nippon India Small Cap Fund
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5/6
Nippon India Small Cap Fund
Launched in December 2010, this smallcap fund has offered a 33% return based on a rolling frequency in the last three years. Nippon India Small Cap Fund has been in the second quartile in the last 10 months. The scheme had been in the first quartile earlier.
For whom are these funds suitable?
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For whom are these funds suitable?
Are you wondering why anyone would take so much risk investing in smallcap schemes? These schemes also have the potential to offer very high returns over a long period. That is why smallcap schemes are recommended only to aggressive investors with a very high risk appetite and a very long investment horizon.
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