These considerations should help the fund avoid the riskiest stocks in the small-value segment of the market. The strategy weights final holdings by market cap, which reduces turnover and the ...
Focuses on small-cap value stocks with potential for growth, catering to investors seeking both value and appreciation. Selects stocks with Market Cap under INR 7,500 Crores, Trailing Twelve Months ...
An outstanding small-cap value index fund. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market ...
When interest rates are low, small-cap stocks begin to shine and outpace larger companies in value. These stocks are stocks with a market capitalization between $300 million and $3 billion.
The mutual fund yield is dividend payments divided by the value of the mutual fund’s shares. DFA US Small Cap Value fund invests most of its net assets in securities of small-cap domestic companies.
Small-cap stocks may sound small, but they’re not usually that tiny. The total value of all their shares outstanding is typically between a few hundred million dollars and a few billion dollars.
The SBI Small Cap Fund Regular Plan Growth has an AUM of 33496.05 crores & has delivered CAGR of 25.61% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.57%.
To generate long-term capital appreciation from a diversified portfolio of predominantly equity & equity related instruments of small cap companies. The Axis Small Cap Fund Regular Growth has an ...
Identifies lesser-known, undervalued companies with small market capitalizations, potentially offering opportunities for growth at reasonable prices. Filters stocks with Market Cap under INR 7,500 ...
Small-cap stocks can often be more volatile than large blue-chip stocks. That is a double-edged sword, however, as investors may want stability in times of trouble but also want to see their ...