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Hey Chandu . Let me give you some points here even I have invested in Tata small cap fund , not about Tata but take any active fund if you are ready for below points :
1. Ready to bear down cycles of the funds ( SBI& Tata & Quant & HSBC ) right now for 3,4 years who knows .
2. Ready to face front running issues ( Example quant ) and see the fund house is getting down in the rankings and returns getting vanished as investors will redeem units . Quant was darling in 2023 now people divorced it .
3. Be ready to compare for next 10 years .You just can’t say I don’t compare and will stick to my fund house 🏠. There are dozen and another dozen funds will come in future and it’s human nature to compare and get disappointed
4. Once you have serious plans in stock market 📈for example I have a plan to deploy 7 Digit number in small cap category so I prefer returns + clarity + mental peace ☮️. The whole point of investing in mutual funds is to do focus on job or business , I just can’t waste my energy and time comparing my active fund with other active funds after 3 years then shifting units paying taxes this is no for me
So now you decide if you want to go with small cap active fund or index fund this is completely personal choice
@vishan_29 @DhawalDoshi5 @shamikiscooking
chandhu@chandhu55693395
@Dynamicinvstr Doing sip in tata small cap since a year for long term 10+ yr, should i consider one more small cap fund bhandan small cap, or should i go for small cap index fund ( suggest a fund). age -26!
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