In Equity, the performance of Mutual Fund in the last 1 Year doesn't have much significance. But, when only 1 out of the top 10 small-cap mutual funds performs it needs appreciation.


Smallcap fund


Last 1 year has been worst for all Small-Cap investor and most of the investor portfolio are down with negative returns. Axis Small Cap Fund managed by Anupam Tiwari has been a clear winner in the last one year.

Smallcap
Source: Value-Research

Top performing Axis Small Cap Fund has provided a positive return of 8.32% whereas worst-performing mutual fund is negative 10.51% from the top 10 small-cap mutual funds.

A few observations, I would like to discuss here is fund ranking.


  1. Axis Small Cap Fund has a low star rating compare to the worst performing fund. 
  2. Point to note here is the expense ratio which is quite high compared to peers. 
  3. The net asset of a top performer is also too low compared to its peers.


Share your view in comments below:

  • Is this a fluke or best performance of the Fund Manager?
  • Will you invest based on fund ranking or prefer high performer of the last year?
  • Will you focus on expense ratio or prefer high performer in the last 1 year for investment?
  • Are high net assets causing negative returns for investors?


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