|Category:||Equity: Small Cap|
|Assets:||R 5,516 crore (As on Feb 28, 2019)|
|Expense:||2.17% (As on Feb 28, 2019)|
The Scheme will primarily be a diversified equity fund which will invest predominantly in small cap stocks to generate long term capital appreciation.
+ Soumendra Nath Lahiri since Apr 2014
This fund may have completed just three years since launch, but it has proven itself capable of beating both its benchmark and peers by convincing margins in this period. Its one and three-year returns are 7 and 6 percentage points ahead of the category returns. This is despite the benchmarking to the BSE SmallCap Total Returns Index. Making its debut at a three-star rating, it has climbed to four stars in the last six months. The fund does not pigeon-hole itself into either the growth or value styles of investing but looks to buy good-quality, growth businesses at a reasonable valuation. It has retained a laser focus on mid- and small-cap stocks through market cycles, without leaning on any large-cap exposures to handle deployment or liquidity issues. This makes its performance vis-a-vis peers stand out. The fund remains open to both lump sums and SIPs.comments powered by Disqus