Money News

Small-cap funds: Should you choose a fund that mirrors the index?

Small-cap mutual funds with higher benchmark overlap did not necessarily deliver better returns. Value Research data shows one-year returns ranging from -0.1% to 29.1% across 10 schemes, highlighting why investors should look beyond portfolio overlap when choosing funds.

2 min read20 Oct 2026
Small-cap funds: Should you choose a fund that mirrors the index?