By Rajendra
Oct 1, 2022
image credit -Unsplash
Scheme Analysis
Small Cap
Feb 25, 2019
Nifty SmallCap 250
- Well diversified portfolio at all times - Invest at least 65 % in small cap companies
Large Cap
Mid Cap
6.51%
20.72%
Small Cap
66.88%
Companies competitive in their business based on niche market positioning, strong brands or high market share
Citi Union
Schaeffler
Can Fin Homes
Grindwell
Cera Sanitaryware
3.00
2.98
2.65
2.25
2.25
Total :- 40.13
Target high quality small cap business which are undervalue & have a sustainable business
Strong investment process to compliment risk management
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
43 Month
20.09%
41.16%
29.18%
Upto 1 year - 1%
As on 30 Aug. 2022
1 Year
3 Year
43 Month
13,034
66,343
83,651
16.46%
44.15%
39.41%
Monthly SIP of 1,000