5 small-cap funds that remain ultra-aggressive in a hot market

Published 26th June 2024

Swimming against the tide

At a time when many funds are reducing small-cap exposure due to seemingly frothy valuations, these five have taken a bolder route by further loading up on small-cap stocks. Let’s have a look.

LIC MF Small Cap

This two-star rated fund has increased its small-cap allocation from 68.0% in May 2023 to 93.2% in May 2024.

SBI Small Cap

This three-star rated fund has increased its small-cap allocation from 66.9% in May 2023 to 82.7% in May 2024.

Aditya Birla Sun Life Small Cap

This one-star rated fund has increased its small-cap allocation from 71.1% in May 2023 to 86.9% in May 2024.

Union Small Cap

This two-star rated fund has increased its small-cap allocation from 69.3% in May 2023 to 83.2% in May 2024.

PGIM India Small Cap

This unrated fund has increased its small-cap allocation from 72.5% in May 2023 to 83.4% in May 2024.

Important note

Ratings for direct plans as of May 31, 2024.

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Will this strategy pay off? To learn more, keep reading