Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
The scheme seeks to generate capital appreciation by investing predominantly in stocks of Smallcap companies.
Expense Ratio | 0.41 % |
Launched 6Y ago | 2018-10-30 |
AUM in Crores | 5311.9 |
ISIN | INF205K013T3 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 250 SmallCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.9 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
Aditya Birla Real Estate Ltd.
3.29%360 One Wam Ltd.
3.1%Jyoti CNC Automation Ltd.
2.77%Kalyan Jewellers India Ltd.
2.52%Bharat Dynamics Ltd.
2.2%Healthcare
17.23%Capital Goods
16.43%Financial
15.48%Services
15.45%Consumer Staples
5.91%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 14,981 cr | ||
₹ 21,526 cr | ||
₹ 25,723 cr |