Fund review: Nippon Smallcap Fund
Synopsis
The fund manager insists this approach is warranted given the inherent risk in this space. Beyond core small-cap exposure, he maintains sizeable presence in mid-caps with minor allocation to large-caps for liquidity needs.
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How the fund has performed 83257058
Where the fund invests 83257069
Figures denote average daily rolling return over past 10 years for relevant time frames.Note: Different benchmark is used due to non availability of stated benchmark
The fund manager insists this approach is warranted given the inherent risk in this space. Beyond core small-cap exposure, he maintains sizeable presence in mid-caps with minor allocation to large-caps for liquidity needs.
Passively managed mutual funds are low-cost, but actively managed funds offer good scope for big returns even in the large cap category - Issue Date: Jun 7, 2021
Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.
Last year, this mutual fund had to quickly realign a fifth of its portfolio to adhere to the revised asset allocation norms for multi-cap funds. Its earlier large-cap heavy stance has been toned down to accommodate 25% exposure to both mid-and small caps.