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Mutual Fund: Investment of Rs 10,000 in this Tata small-cap fund returned 8 39 lakhs to investors; check details

First International Fund by IDFC Mutual Fund - NFO opens on 29 July, 2021

First International Fund by IDFC Mutual Fund - NFO opens on 29 July, 2021
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Mutual fund scheme: Size matters: Why you need to limit your exposure to small-cap mutual fund schemes

Size matters: Why you need to limit your exposure to small-cap mutual fund schemes Synopsis A few small-cap funds have seen their sizes balloon. Nippon Small Cap and HDFC Small Cap now run assets in excess of Rs 10,000 crore. So what is the big deal, you may ask? For the nature of the market segment these funds operate in, a large size can become a noose around the neck. Small-cap equity funds are enjoying a strong run. However, with stock prices moving up sharply, some funds have grown considerably in size. Can a burgeoning asset base pose a problem for these funds?

mutual fund scheme returns: Close-ended equity mutual funds are struggling due to poor returns: What investors should do

Close-ended equity mutual funds are struggling due to poor returns: What investors should do The entire investor experience in close-ended mutual fund format hangs on market conditions prevailing at maturity. Synopsis A look at the performance of all active close-ended equity funds suggests more rollovers and conversions could be in the offing. Of the 85 schemes currently active, as many as 55 are underperforming their benchmarks. Twenty one have NAVs below the NFO price. At least 11 of these will mature in the next three months. These could potentially seek extension of maturity or convert. Several close-ended equity funds nearing maturity are seeking tenure extension or are converting into open-ended funds. With the schemes sitting on anemic returns or losses, the respective fund houses hope to squeeze out better returns from the current market uptick.

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