Yes and no. SBI Small Cap Fund, one of the mutual fund industry’s most consistent small-cap funds, belongs to the country’s largest fund house, SBI Mutual Fund. But it’s giant size can be daunting for fund managers. And SBI MF appears to be prepared for more inflows.
After 5-7 years of underperformance, the fall in the profit pool share has been quite stark for sectors such as auto, pharma, cement and gas utilities. Thus, they present a better margin of safety, says Krishnan