Fund Details
| Category | Small-Cap Value |
|---|---|
| Portfolio Style | Small-Cap |
| Fund Family | Bridgeway Funds |
| Fund Status | Open |
| Fund Inception | October 31, 2003 |
Similarly Is Brsvx a good investment? Overall, Bridgeway Small Cap Value N ( BRSVX ) has a neutral Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a somewhat average choice for investors right now.
Is Brsvx a mutual fund? As of 03/31/2022, Overall Morningstar Rating among 418 Small Value funds based on Morningstar weighted average of the Fund’s three, five, and ten year Risk-Adjusted return.
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Fund Basics.
| Ticker | BRSVX |
|---|---|
| Category | Small Value |
| Benchmark | Russell 2000 Value Index |
| MorningStar Rating (03/31/2022) | |
| Inception | 10/31/2003 |
Additionally, What is Micro Cap Fund?
Micro-Cap Equity Funds and ETFs are mutual funds that hone in on the smallest stocks in terms of market capitalization. This generally covers those firms with market caps below $300 million. Although, some funds expand that definition up to $500 million.
Which small-cap mutual fund is best?
List of Small Cap Mutual Funds in India
| Fund Name | Category | 1Y Returns |
|---|---|---|
| BOI AXA Small Cap Fund | Equity | 46.4% |
| Axis Small Cap Fund | Equity | 43.3% |
| Canara Robeco Small Cap Fund | Equity | 63.3% |
| Kotak Small Cap Fund | Equity | 43.0% |
Is micro-cap smaller than small-cap? Mid-cap: $2 billion to $10 billion. Small-cap: $300 million to $2 billion. Micro-cap: $50 million to $300 million. Nano-cap: Under $50 million.
Are small-cap stocks riskier? Small-cap companies tend to be riskier investments than large-cap companies. They have greater growth potential and tend to offer better returns over the long-term, but they do not have the resources of large-cap companies, making them more vulnerable to negative events and bearish sentiments.
Which small cap fund is best in 2021? The topper in the category – Quant Small Cap Fund – offered around 87% in 2021, according to Value Research.
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The laggards in the category are:
- ITI Small Cap Fund: 33.26%
- SBI Small Cap Fund: 44.74%
- IDFC Emergency Business Fund: 48.78%
- ABSL Small Cap Fund: 49.04%
- UTI Small Cap fund: 54.23%
Which small cap fund is best for 2022?
| Mutual fund | 5 Yr. Returns | 3 Yr. Returns |
|---|---|---|
| BOI AXA SMALL CAP FUND Direct Plan – Growth | — | 39.04% |
| Canara Robeco Small Cap Fund – Direct Plan – Growth | — | 36.02% |
| Axis Small Cap Fund – Direct Plan – Growth | 22.6% | 33.86% |
| Edelweiss Small Cap Fund – Direct Plan – Growth | — | 33.37% |
Which is best small cap fund direct growth? Best Small Cap Funds
- Edelweiss Small Cap Fund Direct Growth. …
- Kotak Small Cap Direct Growth. …
- Nippon India Small Cap Fund – Direct Plan – Growth Plan. …
- Quant Small Cap Fund Growth Option Direct Plan. …
- SBI Small Cap Fund Direct Plan Growth. …
- Tata Small Cap Fund Direct Growth. …
- ICICI Prudential Smallcap Fund Direct Plan Growth.
Are small caps a good investment?
Key Takeaways. Individual small-cap stocks offer higher growth potential, and small-cap value index funds outperform the S&P 500 in the long run. Small caps also experience higher volatility, and individual small companies are more likely to go bankrupt than large firms.
Are small caps a good investment now? On average, small-caps have an advantage when the U.S. economy is in recovery mode. When the economy is rebounding, unemployment rates are quickly going down, and businesses are seeing strong earnings growth — this is a great time to invest in small-cap stocks.
Should I invest in small-cap or large-cap?
Small-cap companies are a higher-risk, higher-reward stock investment. They have more growth potential, but also more chances for failure if things don’t go well. If you want a more stable investment portfolio or to turn your portfolio into a source of income, large-cap stocks are likely your best bet.
Is it worth investing in small caps?
Key Takeaways. Individual small-cap stocks offer higher growth potential, and small-cap value index funds outperform the S&P 500 in the long run. Small caps also experience higher volatility, and individual small companies are more likely to go bankrupt than large firms.
Do small caps do well in a recession? Recessions Often Hit Small Caps First
Smaller companies (small caps) tend to be more sensitive to changes in the economy than larger companies (large caps). As a result, small-cap shares have historically sold off faster during a recession, leading to rapidly deteriorating returns for those stocks.
Which is best small-cap sip? Best Small Cap Funds ranked by ET Money on performance consistency & downside protection
- Axis Nifty Smallcap 50 Index Fund. …
- ICICI Prudential Smallcap Index Fund. …
- IDFC Emerging Businesses Fund. …
- Motilal Oswal Nifty Smallcap 250 Index Fund. …
- Nippon India Nifty Smallcap 250 Index Fund. …
- PGIM India Small Cap Fund. …
- UTI Small Cap Fund.
Which cap is best for investment?
The following table shows the top large cap funds as per the past 3-year and 5-year returns:
| Mutual fund | 5 Yr. Returns | |
|---|---|---|
| Axis Bluechip Fund – Direct Plan – Growth | 17.46% | Invest Now |
| Mahindra Manulife Large Cap Pragati Yojana – Direct – Growth | — | Invest Now |
| UTI Mastershare Unit Scheme – Direct Plan – Growth | 14.85% | Invest Now |
Is it right time to invest in small-cap fund? As a rule, you should invest in mid and small cap schemes, only if you have an investment horizon of seven to 10 years. You should also have a higher risk profile. You should have the stomach for lots of volatility.
Which SIP is best for 1 year in 2022?
Top Performing SIP Mutual Funds to Invest in 2022
| Fund Name | Category | 1 Year Returns |
|---|---|---|
| Mirae Asset Tax Saver Fund | Equity Linked Tax Savings Fund | 46.10% |
| Canara Robeco Equity Taxsaver fund | Equity Linked Tax Savings Fund | 47.00% |
| UTI Nifty Index Fund | Index | 36.60% |
| HDFC Index Nifty 50 fund | Index | 36.30% |
Will small caps do well in 2022? Small Caps Could Benefit from Tax Changes, M&A, and Simple Reversion to Mean in 2022. In a recent Barron’s article titled “Small-Cap Stocks Are in Line to Be Big Winners in 2022” the publication makes a good case for smaller company stocks.
Is small cap a good investment now?
Although small-cap stocks generally carry greater risk than the stocks of large companies, risk cuts both ways. Small-caps are more likely to lose value during a recession, but the attractive upside potential in bull markets makes them worth the risk for many investors.
Which Cap fund is best? The following table shows the top large cap funds as per the past 3-year and 5-year returns:
| Mutual fund | 5 Yr. Returns |
|---|---|
| IDBI India Top 100 Equity Fund Direct Plan – Growth | 14.03% |
| Canara Robeco Blue Chip Equity Fund | 15.22% |
| Kotak Bluechip Fund – Direct Plan – Growth | 14.71% |
| Axis Bluechip Fund – Direct Plan – Growth | 17.46% |
Which is best small cap sip? Best Small Cap Funds ranked by ET Money on performance consistency & downside protection
- Axis Nifty Smallcap 50 Index Fund. …
- ICICI Prudential Smallcap Index Fund. …
- IDFC Emerging Businesses Fund. …
- Motilal Oswal Nifty Smallcap 250 Index Fund. …
- Nippon India Nifty Smallcap 250 Index Fund. …
- PGIM India Small Cap Fund. …
- UTI Small Cap Fund.
