Fund Analysis

The consistent trailblazer

Its track record and reliability of the fund manager make this fund a compelling choice for those who want to have an aggressive tilt to their portfolio

Its track record and reliability of the fund manager make this fund a compelling choice  for those who want to have an aggressive tilt to their portfolio

SBI Small Cap Fund boasts an impeccable track record for over a decade now. Under the stewardship of R Srinivasan, the fund has been a consistent wealth-creator for its investors. Its rating has never slipped below four stars in the last five years. Who is it suitable for? Being a fund that invests predominantly in the small-cap space, it is riskier and subject to more volatility than large-cap oriented funds. Hence, it is meant to play a supplementary role (as a return booster), in the core equity portfolios of investors who have a high level of risk appetite, i.e., who can withstand a high degree of volatility on a day-to-day basis and have an investment horizon of 10 years or more. Investment strategy Blend of growth and value: The fund primarily follows a blend of growth and value styles of investing and chooses companies based on business model, management qua

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