ETMutualFunds has shortlisted select small-cap funds using metrics such as rolling returns, consistency, downside risk, outperformance and asset size. Over the last three years, these schemes have delivered varied return profiles and quartile rankings. Given their volatility, small-cap funds are best suited for aggressive investors with long-term horizons.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,