1. Gain exposure to the historically rewarded value and size factors through 250 U.S. small-cap companies with prominent value characteristics. 2. Objective, rules-based approach that uses liquidity, risk, leverage, and sentiment screens. 3. Access concentrated exposure to small-cap value stocks ...
From Figure 1 below, the relative returns of small-cap indices such as S&P 600 and Russell 2000 significantly outperform the S&P500 index returns. For small-cap companies, it is easier to grow significantly their operational and financial base than is the case for most large-cap stocks. The...
Benchmark NIFTY Smallcap 250 Total Return Index Scheme Document View Sectors Holding in this Mutual Fund as on 30 Apr 2025 Sort By Value Sector Capital Goods 16.31% ₹2,403.60 Cr Financial 14.27% ₹2,102.97 Cr Services 9.91% ₹1,460.44 Cr Construction 8.69% ₹1,280.64 Cr Healthcare...
Nippon India Small Cap Fund 5Y return: 42.15% p.a. Bandhan Small Cap Fund 5Y return: 40.06% p.a. Franklin India Smaller Companies Fund 5Y return: 39.0% p.a. Tata Small Cap Fund 5Y return: 38.9% p.a. HDFC Small Cap Fund 5Y return: 38.87% p.a. ‹› About this fund About Ni...
The Fund does not use a reference benchmark for the purposes of attaining the ESG characteristics that it promotes, however, MSCI ACWI Small Cap Index (the “Index”) is used to compare certain ESG characteristics promoted by the Fund. D. Investment strategy The Fund aims to achieve long...
The Systematic Sustainable Global SmallCap Fund seeks to maximise total return. The Fund invests globally at least 70% of its total assets in the equity securities of smaller capitalisation companies in a manner consistent with the principles of sustaina
Nippon India Small Cap Fund Direct- Growth as of 30 Apr 2025, 08:00 AM ₹58,028.59 Cr Scheme Asset Size Fund Type Open-End Exit Load Exit load of 1% if redeemed within 1 year. 0.67% Expense Ratio Plan Growth 5.34% Cash Holding Benchmark NIFTY Smallcap 250 Total Return Index Scheme...
Category:Foreign Small & Mid Cap Equities Last Updated:May 09, 2025 Vitals IssuerAmerican Century Investments BrandAvantis StructureETF Expense Ratio0.36% ETF Home PageHome page InceptionSep 24, 2019 Index TrackedMSCI World Ex-U.S. Small Cap Index ...
Equity Market access to dedicated funding, advocacy, content and networking, and the industry's first small-cap services package.
Scott focuses on small cap opportunities outside the U.S. According to Scott, the advantages of investing in small cap companies are that they are cheaper, have better growth opportunities, easier to understand and allow substantial diversification....