Tipping point: Has your small-cap fund beaten its category average?

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Has your small-cap fund beaten its category average? 

 
After enjoying a multi-year bull run, these funds faltered in 2018. The S&P BSE Small-cap Index has fallen 24.78 per cent year-to-date (YTD). The average return of the small-cap category has been -18.40 per cent. Investors should make sure that their exposure to this category is not more than 10-20 per cent.


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