Investors' guide to small-cap funds
Small cap funds come with a lot of rewards and perils. The May 2018 issue of MFI will tell you how to make the best of this category
By Research Desk | Apr 16, 2018
For mutual fund investors who want to extract the maximum returns potential from their investments, small-cap funds are a special opportunity. However, because of higher risks and variability, using this opportunity requires special care.
In India's best small cap funds, the cover story of the May 2018 issue of Mutual Fund Insight, read all about choosing small-caps that are the best investments.
Of course, that's not all. Like every issue of Mutual Fund Insight, there's much more here that will help you become a more successful investor.
First Page: Dhirendra Kumar explains how SIPs and small-cap investing are made for each other
Spotlight: I V Subramaniam, MD & CIO of Quantum Advisors explains why, for him, it's 'value or nothing'
Back to Basics: The goal of investing is to eventually disinvest, and investors must do it more carefully than they often do
Fund Reporter: All the fund news of the month
Value Research Online: The Portfolio Manager is what you need to stay fully informed about your investments
Category Watch: This month, the category we are examining in detail is obviously small-cap funds, except that the normal category watch feature is incorporated into the cover story
Top-Rated Funds: Funds that are rated five star by us
The Plan: 39-year old Rohan's retirement corpus looks likely to fall short of what he will need. He must increase his SIPs or sell his land to bridge the shortfall.
Ask Value Research: Our team answers savings and investment queries from readers
Direct Advice: Aarati Krishnan explains everything about funds' Total Expense Ratio
How I did it: Aritra Ghosh lost a lot of money in stocks when he started investing. He learned his lessons and realised that mutual funds are the best way to invest
New Fund Categories: The new fund categories introduced by SEBI have resulted in changes in names, categories and benchmarks. Also, some funds have merged and some fund houses have come up with new funds to fill the gaps in their offerings. Read a complete synopsis of changes in the last 30 days.
Scoreboard: India's most comprehensive mutual fund scorecard. Key performance numbers and investment details for each fund
The issue is now on news stands. You can also subscribe to the printed version, or buy a digital subscription (PDF + online reader) instantly.