The scheme seeks to generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities small & midcap companies.
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investment in diversified portfolio of predominantly in equity and equity-related securities of small & midcap companies.
The fund has been recategorized as a small cap fund from a mid and small category. The portfolio is almost 70% into small caps while the rest majorly is exposed in midcap. Its performance is impressive in the long run as compared to shorter periods and so does its risk profile improve as we go from past 3 years to 5 years timeframe. The recategorization effects are yet to be seen but its robust fund management sure does look convincing.