Impact of SEBI circular on Niveshaay’s Smallcase Portfolio
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.
AIF Investor Charter 
NIVESHAAY INVESTMENT ADVISORS
508, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7859870559
research.smallcase@niveshaay.com (Smallcase)
NIVESHAAY INVESTMENT MANAGEMENT PRIVATE LIMITED
610, SNS Platina, Near Someshwara Enclave, Vesu, Surat, Gujarat-395007
(+91) 7836915478
contactaif@niveshaay.com (AIF)
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SEBI Registration No. : INH000017338, IN/AIF3/24-25/1571, IN/AIF2/24-25/1607 | BASL Membership ID: 6276
Disclaimer:
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The securities quoted are for illustration only and are not recommendatory
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