4 SMALL CAP FUNDS COMPARED— WHAT WE FOUND!

4 SMALL CAP FUNDS COMPARED— WHAT WE FOUND! In this video by Mutual Funds with Groww, we compare Nippon India Small Cap Fund and Bandhan Small Cap Fund with Invesco India Smallcap Fund and SBI Small Cap Fund to understand how portfolio concentration can affect returns, volatility and risk-adjusted performance. We analyse their portfolio structure, 1-year, 3-year, 5-year and 10-year returns, Standard Deviation, Sharpe Ratio, Sortino Ratio, Beta, Upside Capture Ratio, Downside Capture Ratio and consistency against their benchmark and category average. The video also explains why the number of stocks alone may not determine a small cap fund's performance and what investors should look at beyond past returns when evaluating small cap funds. ⏱️ Timestamps 00:00 Introduction 00:57 Fund Overview 02:11 Returns 03:29 Risk-Adjusted Metrics 05:18 Upside & Downside Capture Ratio 07:25 Consistency Track Record 08:53 Key Takeaways This is solely for educational purposes. The securities/investments quoted here are not recommendatory. #SmallCapFunds #SmallCapMutualFunds #MutualFunds #SmallCap #MutualFundInvesting #MutualFundsIndia #PortfolioDiversification #PortfolioConcentration #MutualFundAnalysis #SIP #groww Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ RA Disclaimer Link - https://groww.in/p/sebi-research-anal... Name of the Research Analyst - Shreesha Ramesh Desai We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - https://bit.ly/3ekyeKP 👉 Groww Tamil - https://bit.ly/3cbhN3Z 👉 Groww Telugu - https://bit.ly/39aLpwC 👉 Groww Malayalam https://bit.ly/3enG2LV 👉 Ipo review by Groww -    / @iporeviewbygroww   Follow us on: Facebook:   / growwapp   Twitter:   / _groww   Instagram:   / mutualfundswithgroww   LinkedIn:   / groww.in   #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at support@groww.in or you can call us at +91 9108800000.