Since 2009, this fund has been a consistent performer with a veteran fund manager over the last decade. Earlier, known as SBI Emerging Businesses Fund, it used to have higher exposure to mid and small caps. It is a suitable choice to be among the core holdings of a growth portfolio which aims to build wealth in the long run. Portfolio - overhauled over the years The fund's portfolio has transitioned over the last decade. Before 2015, it primarily invested in mid and small caps. After that, we witnessed a steady increase in its large-cap holdings, with a corresponding decline in its mid and small-cap allocation (see graph below). This was years before the SEBI's re-categorisation rules were brought into effect. The interesting thing to note here is that after being categorised as a focused fund with a flexible mandate to invest across market caps of mutual funds, it has stayed true to being market-cap-agnostic (see graph below). Its portfolio has been flexible, and the fund has made tactical changes based on market conditions. Managed in a growth style, it has a liking for quality stocks. Compared to other flexi-cap funds, this fund has retained truly diversified exposures across the market-cap spectrum, which helps generate alpha whenever mid and small-cap segments of the market rally. Irrespective of its market-cap allocation and no regulatory mandate on the number of stocks (i.e., before re-cat
Buy, hold, or switch. Get the call.
How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.
No commissions. No conflicts. Since 1991.
See Plans
Already a subscriber ?Log In
New episodes every Friday 
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
