By Rajendra
Apr 9, 2023
Scheme Analysis
Small Cap
Sep 16, 2010
Nifty Small cap 250
The fund attempts to generate relatively better risk adjusted returns by focusing on the smaller capitalization companies.
Tube Investment
HDFC Bank
Larsen & Toubro
Bajaj Electrical
Balrampur Chini
3.79
1.81
1.40
1.40
1.39
Total - 9.79
• Small Cap space can potentially outperform over the long term especially during sustained uptrends.
9.65
7.54
6.99
6.26
5.86
• Portfolio has optimal mix of Growth, Economic Revival, Value & Thematic plays.
upto 12 month - 1%
As on 31 Mar. 2023
1 Year
3 Year
5 Year
12,432
55,149
1,10,265
6.68%
29.67%
24.55%
Monthly SIP of 1,000
• Strong in-house research a key differentiator to identify long term winner
Upto 1 Year - 1.00%
As on 31 Mar. 2023
1 Year
3 Year
5 Year
5.75%
50.40%
15.52%