Neutral impactStocks
Small-cap mutual funds: Should you pick funds with high index overlap? What one-year returns show
Mint 1 hr ago·20 Oct 2026, 6:13 pm
Small-cap mutual funds with higher benchmark overlap did not necessarily deliver better returns. Value Research data shows one-year returns ranging from -0.1% to 29.1% across 10 schemes, highlighting why investors should look beyond portfolio overlap when choosing funds.
Key takeaways
- Category: Stocks.
Why it matters
A routine update. Use the price and stock snapshot to gauge how the market is responding.
