The small cap mutual fund gives a CAGR of 54% in 3 years. Should you invest?
Mutual fund calculator: Investing in a small cap stock mutual fund is risky, but it offers the highest return in the event of bulls. Quant Small Cap Fund – a small cap equity mutual fund – is a glaring example. This equity fund has generated approximately 35% pa and its benchmark, the S&P BSE 250 SmallCap TRI, has generated a CAGR of approximately 28.5% pa over the past 3 years. The Quant Small Cap fund has not only beaten all its peer funds, but also the category average and benchmark over a 3-year period by generating almost 54% per year over this time horizon.