Why should you invest in this smallcase?
• On an average, mid and small cap indices deliver a 4-8% excess return over the Nifty, based on last 15 years of data
• Further, the excess returns follow a cyclical pattern, oscillating between out- and under- performance. Given the underperformance over the last one-two years, it could be safely assumed that prospective returns of mid & small cap indices will be better than the Nifty index
- • The relative valuations of the midcap index against the Nifty index also support this argument as current relative valuations are below long-term averages.
- Recommended Investment Amount :10 Lac.
Past Performance vs
Oct 5, 2015
Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart