Page 17 - Value Research News Today

After a short-term blip, mutual funds (MFs) are back to adding new systematic investment plan (SIP) investors at a record high pace, which was seen during the financial year 2021-22 (FY22). During the first six months (H1) of this financial year (FY24), MFs have added a net 77 million SIP accounts compared to 56 million during the same period of FY23. The net additions this year are a tad higher than the 76.5 million additions in H1 of FY22.

We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

Over the last decade, small cap stocks have outperformed the large-caps by a huge margin. Data from Value Research show that the small-cap category generated an average return of 22.66% compared to the Nifty 50s 13.49%.

Tata Small Cap Fund has a ‘true to label positioning, with nearly the entire portfolio invested in this segment. The preference is for businesses that have the potential to grow earnings at a strong pace with free cash generation. In its short running time so far, the fund has built a healthy track record, but has sharply lagged its index over the past year

Tata Small Cap Fund: This small-cap fund has a ‘true to label positioning, with nearly the entire portfolio invested in this segment. The preference is for businesses that have the potential to grow earnings at a strong pace with free cash generation. In its short running time so far, the fund has built a healthy track record, but has sharply lagged its index over the past year

Look for spikes in bond yields to shift from short-term debt funds to long-term debt funds. If you wish to invest in fixed deposits, prevailing rates are attractive. Do not chase yields as it may indicate higher credit risk.

Best mutual funds: These 5 large-cap MFs gave 16-23% returns in 6 months

Mirae Asset Mutual Fund increases SIP limit for Mirae Asset Emerging Bluechip Fund to ₹25,000

Top 10 small-cap funds in India with the highest one-year returns: HDFC, Quant, Axis, Nippon India, among others

The increased limit of Rs 25,000 per month per PAN will be effective from October 10, 2023.