Why Could Mid Cap and Small Cap Mutual Funds Not Beat Their Benchmarks?

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  • Опубликовано: 4 окт 2024
  • Why Can’t Mid Cap and Small Cap Mutual Funds Beat Their Benchmarks?
    Small Cap Mutual Funds gave over 40% average returns in calendar year 2023 outperforming most other mutual fund categories. This growth is very high when compared to Mid Cap and Large Cap Mutual Fund categories. Many Mid Cap Funds portfolios have substantial holdings in Large Cap Stocks in the range of 10%-20% apart from the minimum 65% allocation towards Mid Cap Stocks. This increases the liquidity in their portfolios and also protects it during a market downturn.
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Комментарии • 18

  • @rambaburay2886
    @rambaburay2886 9 месяцев назад +9

    Make Video On Motilal Oswal Small Cap Fund Review

    • @amardeepdas455
      @amardeepdas455 9 месяцев назад +1

      I invest motilal oswal small cap

    • @Marss-yh8io
      @Marss-yh8io 9 месяцев назад

      Best fund for long term

  • @mahesh8301
    @mahesh8301 9 месяцев назад +1

    There is such big difference in downside capture ratio because MF is actively managed and index is passively if investor invest in index in down turn then it will overperform the MF without giving expense ratio

  • @santoshed
    @santoshed 9 месяцев назад +1

    So it's better to invest in nifty 150 index funds?

  • @arvindKumar-nl6ww
    @arvindKumar-nl6ww 9 месяцев назад +1

    So nice of you.explained very accurate.Happy new year 2024 🎉🎉🎉🎉🎉

  • @S_K_GUPTAJI
    @S_K_GUPTAJI 9 месяцев назад +1

    kuch Naya sikhne Mila ❤
    thank you🌹
    I'll be waiting for this kind of topics😅

  • @shubhamgoyal5752
    @shubhamgoyal5752 9 месяцев назад +3

    Very well explained ❤

  • @girishmakwana5363
    @girishmakwana5363 9 месяцев назад +2

    ❤❤Thank you for this information mam

  • @pranju4u22
    @pranju4u22 7 месяцев назад +1

    Excellent mam keep this good work👌🏻✌🏻

  • @vikramadityapanda9672
    @vikramadityapanda9672 9 месяцев назад

    DSP small cap 250 nifty fund is relatively new and good fund to grow your money in the long term

  • @papajango7065
    @papajango7065 5 месяцев назад

    Too complicated ...didn't reach conclusion

  • @kamalthakur1341
    @kamalthakur1341 6 месяцев назад +1

    V good info, Thanks

  • @Debabrata277
    @Debabrata277 9 месяцев назад +1

    please mera portfolio review kar dijiye 🙏sab direct fund h or investment time 8 to 12 saal
    Axis small 3000
    Canara small 2000
    HDFC midcap 2000
    Pgim midcap 2000
    Mirae asset tax saver 2000
    ICICI tech 1000
    Pichle 2 saal se sip kar Raha hu abhi tak 20% ka return Mila h average.
    Target 1cr.
    Axis midcap change karke hdfc midcap me sip start Kiya hu 6month se

    • @malik_parvez5
      @malik_parvez5 9 месяцев назад +1

      Have at least 1 nifty 50 index fund to minimise the risk…

  • @narayanabariha8860
    @narayanabariha8860 9 месяцев назад

    Motilal Oswal small cap review please

  • @wahmodijiwah4201
    @wahmodijiwah4201 9 месяцев назад +1

    Good content

  • @S_K_GUPTAJI
    @S_K_GUPTAJI 9 месяцев назад

    ❤❤❤