Bandhan Small Cap Fund toppar listan för riskjusterad avkastning

23 maj 2026

Rapporterad av AI

Bandhan Small Cap Fund har noterat den högsta Sharpe-kvoten bland småbolagsfonder under de senaste tre åren. Fonden levererade en avkastning på 31,05 procent under samma period. Flera andra fonder uppvisade också en stark riskjusterad utveckling.

Bandhan Small Cap Fund redovisade en Sharpe-kvot på 1,17, vilket är den högsta i gruppen. Fonden uppnådde en avkastning på 31,05 procent över tre år. Måttet beräknar överavkastning utöver den riskfria räntan per riskenhet, där standardavvikelse används som riskmått.

Relaterade artiklar

Top global funds show strong three-year returns

Several international mutual funds have delivered gains exceeding 40 percent over three years.

Twelve equity mutual funds surpass Rs 1,000 NAV with up to 24% CAGR

3 mars 2026 Rapporterad av AI

Twelve equity mutual funds in India have achieved net asset values exceeding Rs 1,000, delivering up to 24% compound annual growth rates since their inception. Eleven of these funds have operated for more than 25 years, providing consistent double-digit returns amid market ups and downs. This performance underscores the value of long-term investment strategies for patient investors.

Affärer

Ten equity mutual funds surpass Rs 60,000 crore AUM

Affärer

India's small-cap stocks post strongest April rally in decade

Affärer

Equity mutual fund inflows rise 56% to Rs 40,450 crore in March

Royce small-cap opportunity fund details 2025 performance

The Royce Small-Cap Opportunity Fund advanced 11.9% in 2025, slightly trailing its benchmark, the Russell 2000 Value Index, which rose 12.6% over the same period. The fund outperformed the benchmark over longer terms, including 3-, 5-, 10-, 15-, 20-, 25-year periods and since inception in November 1996. Sector contributions varied, with industrials and information technology leading gains.

Multi-asset funds show wide performance range last year

21 maj 2026 Rapporterad av AI

Multi-asset allocation funds delivered returns between 3.3% and 24.6% last year. Investors increased allocations to these products amid challenging market conditions.

Affärer