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These 5 small cap mutual funds gave over 200% returns in five years of Modi 2.0 – Stellar performance

Team Vriddhi Uncategorized Leave a comment 42 Views

Stellar performance
Around five small cap funds gave an absolute return of more than 200% based on daily rolling returns in the last five years of the Modi government’s second term. There were around 201 equity schemes in the last five years.

iStock

Bank of India Small Cap Fund

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Bank of India Small Cap Fund

This small cap fund gave an absolute return of 282.47% based on daily rolling returns in the last five years of the Modi government.

iStock

Edelweiss Small Cap Fund

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Edelweiss Small Cap Fund

Edelweiss Small Cap Fund gave an absolute return of 247.55% based on daily rolling returns in the second term of Modi as PM.

iStock

Canara Robeco Small Cap Fund

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Canara Robeco Small Cap Fund

​This small cap fund offered an absolute return of 231.77% based on daily rolling returns in the last five years of Modi as PM.

ETMarkets.com

Tata Small Cap Fund
Tata Small Cap Fund gave an absolute return of 222.59% based on daily rolling returns in the last five years of the Modi-led government.

Agencies

​Invesco India Smallcap Fund

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​Invesco India Smallcap Fund

This small cap fund delivered an absolute return of 214.77% based on daily rolling returns in the last five years of the Modi government.

iStock

Rolling return: What and Why?

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Rolling return: What and Why?

​A rolling return is the average of a series of returns over a long period. It is the annualised return of any scheme taken for a specified period. It can be rolled on a daily, monthly, or yearly frequency in the defined period. Due to the different periods involved, the return consistency of the fund over a defined period can be analysed efficiently as it considers both upstream and downstream in the market.

iStock


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