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Original headline: NFO Insight : Carnelian Small Cap Fund opens for subscription with Rs 5 , 000 crore size cap . Can it deliver alpha ?
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Nifty IT surged 11.72% over the week, its biggest weekly gain since April 2008, on strong Q2 earnings and a rotation into domestic large caps after a sell-off in global tech stocks. Tech Mahindra rose 18.22% to Rs 1,790, TCS gained 14.33% to Rs 2,465, and HCL Technologies advanced 13.42% to Rs 1,380. Analysts noted TCS's Q2 deal wins of $9.6 billion, excluding Porsche and Best Buy, and annualised AI revenue of $3.1 billion, over 10% of revenue. The article notes IT spending is shifting toward AI while traditional maintenance services face pricing pressure, and questions about AI-related debt have emerged as global rates rise and US Treasury yields stay above 5%. SBI Securities said Nifty IT has gained around 15.5% from its September 29 low of 28,232, with the 32,000–32,200 zone as immediate resistance.
- ₹5 , 000 monthly small - cap SIP for 20 years : How much could your daughter get at 25 ?
The article illustrates investing ₹5,000 monthly through an SIP in a small-cap mutual fund over 20 years to build a corpus for a daughter by age 25. It cites the Nifty Smallcap 250 TRI, which delivered annualised returns of 14.51% over five years and 15.63% since its April 2016 launch, according to an NSE Indices factsheet dated September 30, 2026. Total mutual fund inflows reached a record ₹32,490 crore in September 2026, with equity inflows up 31%, per AMFI data. At an assumed 15% annual return the SIP could accumulate about ₹75 lakh, versus ₹29.5 lakh at 8%, though these are illustrations rather than assured outcomes and inflation and market risks matter.
- Small - cap stocks quietly slide into correction territory
The Russell 2000, which tracks small-cap stocks, fell into correction territory on Wednesday, finishing 11% below its Aug. 14 record close and down 2.8% for the week, slightly worse than the Nasdaq's 2.5% drop. Hotter-than-expected inflation reports and bets that the Federal Reserve will raise rates at least once more before year-end are weighing on the group, while small business sentiment deteriorated, with the NFIB Small Business Optimism index falling to 97.9 in September from 98.7 in August. BCA Research said smaller firms are not yet feeling the bite from higher rates, though the impact may show up with a lag, and legendary investor Paul Tudor Jones warned that next year 'is going to be really, really challenging' for stocks.
- Differences in Fees, Liquidity, and Dividend Yield Highlight This Matchup of Small-Cap ETFs
The article compares two U.S. small-cap ETFs, the JPMorgan BetaBuilders U.S. Small Cap Equity ETF (BBSC) and the Schwab U.S. Small-Cap ETF (SCHA), which both track U.S. small-cap indexes but differ in cost, size and holdings. SCHA has the lower expense ratio at 0.03% versus 0.09% for BBSC, and holds 1,753 positions against BBSC's 849. Over five years, total returns were similar: 37% for SCHA (CAGR 6.5%) and 38% for BBSC (CAGR 6.7%). SCHA's dividend yield of 1.15% is slightly higher than BBSC's 1.09%, and the article says SCHA also offers greater liquidity. Overall, the article concludes SCHA has the edge on fees, income and liquidity.
- From a record high to a 10% drop in just two months: Why small-cap stocks have unraveled so fast
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