10 best small-cap mutual funds for investing in 2024 (2024)

FAQs

10 best small-cap mutual funds for investing in 2024? ›

Hence, it is important to have a long-term investment window while investing in Small-Cap Funds so that you give sufficient time to your investment to generate returns. The recommended time frame is eight to ten years.

Hence, it is important to have a long-term investment window while investing in Small-Cap Funds so that you give sufficient time to your investment to generate returns. The recommended time frame is eight to ten years.

Long-Term Investors: Small-cap investments can be volatile in the short run, making them suitable for investors with a time horizon of seven years or more. Over the long duration, small-cap funds have the potential to generate significant returns.

Some of the best investments of 2024, according to Bankrate, are high-yield savings accounts, long-term CDs, corporate bond funds, dividend stock funds and value stock funds.

The S&P 500 generated an impressive 26.29% total return in 2023, rebounding from an 18.11% setback in 2022. Heading into 2024, investors are optimistic the same macroeconomic tailwinds that fueled the stock market's 2023 rally will propel the S&P 500 to new all-time highs in 2024.

What is the SIP of $50,000 per month for 5 years? ›

How much is Rs.50,000 per month SIP for 5 years? If you invest Rs. 50,000 per month in a SIP for 5 years, the total investment would amount to Rs. 30 lakhs. Assuming an average annual return of 12%, the estimated corpus at the end of 5 years would be approximately Rs. 40.6 lakhs.

If you invest Rs 1000 for 20 years , if we assume 12 % return , you would get Approx Rs 9.2 lakhs. Invested amount Rs 2.4 Lakh.

Small Cap Mutual Funds: Up to 2. Given how high the risk is with these mutual funds, it is best to limit yourself to a limited number of small cap mutual funds. Also, avoid putting in a great percentage of your total mutual fund investment in small cap mutual funds. Debt Funds: Ideally 1, but 2 is also good.

Pick those small cap mutual funds that balance your portfolio. Consider investing in small-cap funds that invest in small-cap stocks across various sectors. It is wise to avoid funds that predominantly invest in a few stocks. You should also look into the frequency of the trading activity going on in the fund.

Potential Gains: These investments can offer bigger rewards because they focus on smaller firms that are likely to grow rapidly. However, past performance is not an indicator of future performance. Long-Term Thinking: These funds are like planting a seed and watching it grow.