By Rajendra
Apr 26, 2023
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Scheme Analysis
Small Cap
Feb 25, 2019
Nifty SmallCap 250
- Well diversified portfolio at all times - Invest at least 65 % in small cap companies
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Large Cap
Mid Cap
8.87%
21.41%
Small Cap
64.48%
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Companies competitive in their business based on niche market positioning, strong brands or high market share
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KEI Inds
Cera Sanitaryware
Equitas Small Finance
Ultra Tech Cement
MCX
2.62
2.57
2.19
2.14
2.06
Total :- 11.58
Target high quality small cap business which are undervalue & have a sustainable business
Strong investment process to compliment risk management
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8.14
7.83
7.68
7.29
5.65
upto 12 month - 1%
As on 3 Apr. 2023
1 Year
3 Year
50 Month
11,826
52,804
84,438
-2.65%
26.45%
27.31%
Monthly SIP of 1,000
Upto 1 Year - 1.00%
As on 3 Aprr. 2023
1 Year
3 Year
5 Year
-2.97%
47.83%
-