The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.
This product is suitable for investors who are seeking
• Long term capital growth.
• Investment in equity and equity related securities of small cap companies.
Even with a huge AUM size of 7000 crores the fund has managed to beat the benchmark and its peers since its inception. However, the prospects of the fund considering the handover to a new fund manager is yet to be seen. The high turnover reflects the aggressive approach of fund. The fund has stopped taking in lump-sum investments but is still open to SIPs.