Planning a lumpsum investment in smallcap mutual funds? Check top 3 leaders and laggards
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Top small cap performers in 2 years
Are you planning to invest in smallcaps at one go? Here are the top three performers and three laggards, as reported by ETBureau.
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Motilal Oswal Small Cap Fund
Motilal Oswal Small Cap Fund delivered the highest return of around 10.17% on lumpsum investments in the last two years.
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Other two performers
Bank of India Small Cap Fund and Union Small Cap Fund delivered returns of 7.82% and 7.80%, respectively, on lumpsum investments.
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Category average and benchmark performance
In the last two years, the smallcap fund category returned an average of 2.32%, while the benchmark - Nifty Smallcap 250 - TRI gave a negative return of 0.42%.
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Three laggards
Tata Small Cap Fund, Franklin India Small Cap Fund and Kotak Small Cap Fund were the three laggards, delivering a negative return of 4.13%, 2.87% and 2.09% respectively on lumpsum investments in the last two years.
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Ahead and trailing benchmark
In the past two years, 21 smallcap funds were ahead of the benchmark whereas 9 smallcap funds were trailing the benchmark.