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 long term capital appreciation by predominantly investing in equity and equity related instruments of small cap companies.
Expense Ratio | 0.35 % |
Launched 6Y ago | 2018-11-12 |
AUM in Crores | 8274.1 |
ISIN | INF277K011O1 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Smallcap 250 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 15.9 |
Beta | 0.7 |
Sharpe Ratio | 0.9 |
Others
5.75%BASF India Ltd.
5.63%Quess Corp Ltd.
4.07%Kirloskar Pneumatic Company Ltd.
3.61%Elantas Beck India Ltd.
3.18%Financial
13.42%Services
12.79%Chemicals
9.89%Healthcare
9.78%Capital Goods
9.15%Fund Name | Fund Size | |
---|---|---|
₹ 46,114 cr | ||
₹ 88,004 cr | ||
₹ 60,177 cr | ||
₹ 25,723 cr | ||
₹ 14,981 cr |