Impact of SEBI circular on Niveshaay’s Smallcase Portfolio

September 12, 2020 | Smallcase Updates, Quick Reads

SEBI has issued guidelines regarding portfolio allocation rule for multi-cap schemes. Now, multi cap funds will have to invest at least 25% each in large cap, mid cap and small cap. The situation sounds very exciting for small cap investors.

Our smallcase portfolio is focused on mid cap and small cap stocks only. 72.5% of our total portfolio is invested in quality small cap equities only.

Please find the attached note on Impact of SEBI circular on Niveshaay's smallcase portfolio.

Disclaimers and Disclosures

SEBI Registration No. :INH000017338, IN/AIF3/24-25/1571, IN/AIF2/24-25/1607 | BASL Membership ID: 6276

Investment in Securities Market are subject to market risks. Read all related documents carefully before investing. The securities quoted are for illustration only and are not recommendatory. Registration granted by SEBI, membership of a SEBI recognized supervisory body (if any) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.