Mishi Mangal
2 posts
Oct 28, 2024
10:08 PM
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Hi everyone!
I’m interested in small-cap funds and recently came across the Quant Small Cap Fund. Small caps seem like an exciting space, given their potential for high growth, but I know they come with more volatility. I’m considering adding this fund to my portfolio for long-term growth, possibly in the 7–10-year range, but I’m curious about the fund’s actual performance and risks.
What stands out to me about the Quant Small Cap Fund is its active strategy, where the fund managers seem to seek out high-growth opportunities. But how well does this approach pay off? A few things I’m hoping to get insights on:
1. Performance Consistency: How has the fund performed during market downturns, and does it tend to bounce back quickly during recoveries? I know small-cap funds are riskier, but consistent outperformance would make this worth considering.
2. Expense Ratio and Fund Management: I noticed the expense ratio is on the higher side, which I assume supports a more active management strategy. For those who are invested, do you feel the performance justifies the expense ratio?
3. Ideal Holding Period: For those who’ve invested, what’s been your experience in terms of the right holding period? I know small caps can be volatile, so is it better suited for those with a longer time horizon?
If you’ve been investing in the Quant Small Cap Fund or have experience with small-cap funds in general, I’d love to hear about your journey and how you’re managing risks. Would you recommend this fund as a strong choice for a small-cap investor?
Thanks in advance for sharing your insights!
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