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All You Need To Know About Small-Cap Mutual Funds

If you are new to investing in mutual funds you may be overwhelmed by a lot of jargon. Terms like Small-Cap, Mid-Cap, Large-Cap are just a few that mutual fund investors need to be familiar with. In this story, we’ll understand what a small-cap fund is and what differentiates them from others.
October 24, 2024
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If you are new to investing in mutual funds you may be overwhelmed by a lot of jargon. Terms like Small-Cap, Mid-Cap, Large-Cap are just a few that mutual fund investors need to be familiar with.

You may even have heard your friends debate whether SBI small-cap funds are better than HDFC small-cap funds. Or perhaps even wondered if the growth of Reliance as a company directly impacts Reliance small-cap funds?

In this story, we’ll understand what a small-cap fund is and what differentiates them from others.

What Is A Small-Cap Fund?

Equity Mutual Funds can be broken down basis the size of the companies they invest in. Small-Cap Funds are therefore funds that invest in companies that have a market capitalization of under Rs.500 Crores.

These funds are required to invest a minimum of 80% of their assets in small companies as per the Securities And Exchange Board Of India. Besides the Rs.500 Crore market capitalization, these small companies can also be defined as those that are ranked 250 or lower in terms of market capitalization.

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