ZestyQuokka
Looking for Mutual Fund recommendation
Which are the best mutual funds for long term investment. The aim is to at least beat index funds and inflation! Also, please recommend some good small-cap funds for good returns!
16mo ago
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FluffyCupcake
Amazon16mo
In the long term - Index beats everyone 😉
For small caps -
- Nippon India small cap
- SBI small cap fund
P.S. - Trusting anon accounts for financial advice is subjected to market risks ;)
QuirkyPotato
Stealth16mo
Small cap MFs are way, way overloaded. This year these MFs started trading at 10-20x revenue. Insane.
ZippyPickle
OYO16mo
PPFAS Flexi cap fund
ZestyNarwhal
Stealth16mo
There's a scorecard that's put out every year.
https://www.spglobal.com/spdji/en/documents/spiva/spiva-india-year-end-2020.pdf
In 2020, 80% of actively managed funds underperformed the index.
Now let's look at some newer data-
https://www.spglobal.com/spdji/en/spiva/article/spiva-india
In '22, 88% of actively managed funds underperformed the index.
Even if you find a fund that consistently outperforms the index, how long do you think that'll last? I'd wager, not for long :)
Personally, I don't touch small caps. So I don't have anything to add there.
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Curated from across
Personal Finance10mo
by SwirlyPretzelADP India
Mutual funds
Can anyone suggest some good mid-cap and small- cap mutual funds to invest in?
My goal is to grow my money. I am fine with high risk ones as well.
by SquishyPickleTCS
Best Mutual Fund to invest for long term
Heya All, Can anybody suggest best mutual funds to invest in SIP which can be held for long term (more than 10 years).