Shivani Verma | Jan 29, 2025 |
Investment Alert: Smallcap Mutual Funds Drop 15% in One Month
Small cap mutual fund is a type of mutual fund that mainly invests in stocks of small-size companies, which are often ranked below the top 250 listed companies. These funds have higher risk but can give better returns.
In the last month, Small-cap mutual funds have dropped 15%. These funds delivered a negative average return of approx. 12.02% during the same time. Here are the top five funds that lost the most:
Bank of India Small Cap Fund
This scheme seeks to generate long-term capital growth by investing primarily in equity and equity-related securities of small-cap companies. Bank of India Small Cap Fund lost the most of approx. 15.01% in the last one month.
Union Small Cap Fund
Union Small Cap Fund is a mutual fund scheme that mainly invests in small-cap companies with a lower market value. The goal is to help investors grow their money over time by investing in these smaller businesses. Union Small Cap Fund delivered a negative return of approx. 14.67% in the same period.
JM Small Cap Fund
The fund mainly invests in stocks of small-cap companies, which are businesses with a smaller value. The goal is to grow wealth over the long term by investing in these smaller companies. “JM” refers to JM Financial, the company that manages this investment fund. JM Small Cap Fund gave a negative return of approx. 14.56% in the same mentioned period.
HSBC Small Cap Fund
The HSBC Small Cap Fund’s main focus is to generate long-term capital appreciation and invest in small-cap stocks. HSBC Small Cap Fund lost approx. 14.33% in the same mentioned period.
TRUSTMF Small Cap Fund
The fund mainly invests in stocks of small-size companies, the scheme seeks to generate long-term capital growth by investing in equity and equity-related securities of small-cap companies. TRUSTMF Small Cap Fund delivered a negative return of approx. 13.95% in the last one month.
Other Small Cap funds
Other small-cap funds have lost ranging between 7.05% and 13.72% in the last month. ICICI Pru Small-cap Fund lost the lease of approx. 7.05% in the last one month.
Investors always think about their risk tolerance, investment horizon, and their financial goals before making an investment. Past performance does not guarantee future results. When investing in equity funds, it is important to focus on long-term returns.
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