quant small and bhandhan small cap? why reason?

-

 After analyzing the holdings in the two Small Cap mutual fund portfolios you uploaded:

1. Quant Small Cap Fund

  • Top Holdings:

    • Reliance Industries – 10.48%

    • Jio Financial – 5.23%

    • Aegis Logistics – 3.95%

    • Aditya Birla Fashion – 3.24%

    • Poly Medicure – 3.09%

    • Bikaji Foods – 3.01%

  • Characteristics:

    • Heavy allocation to top few stocks, especially Reliance Industries and Jio Financial (together ~15%+).

    • Exposure to energy, logistics, fashion retail, healthcare, and FMCG.

    • Some large-cap names (Reliance, Jio) exist despite being a small-cap fund.

  • Investment Style: Aggressive, concentrated bets, some thematic focus, and not strictly small-cap exposure.

2. Bhansali Small Cap Fund

  • Top Holdings:

    • Sobha Ltd – 3.13%

    • LT Foods – 2.38%

    • South Indian Bank – 2.39%

    • Chela Finance – 2.19%

    • PCBL Chemical – 1.89%

    • Arvind Ltd – 1.83%

  • Characteristics:

    • Broader distribution across many companies.

    • Sectors include construction, consumer staples, financials, textiles, and chemicals.

    • Total holdings: 185 companies, indicating high diversification.

    • Most holdings are true small-cap or micro-cap businesses.

  • Investment Style: Conservative within small-cap space with wide diversification to reduce volatility and risk.

🔍 Which Small Cap Fund Has Higher Risk and Potential for High Gains?

✅ Winner: Quant Small Cap Fund

🔼 Reasons (Pros):

  • High-conviction bets in top performers (e.g., Reliance, Jio).

  • Aggressive sector rotation and alpha-chasing strategy.

  • Tactical exposure to strong mid-to-large cap performers even in a small-cap fund, to boost returns.

  • Historically known for delivering outperformance in bull runs.

🔽 Cons:

  • Very high risk due to concentration.

  • Volatile during market corrections (less cushion from diversification).

  • May deviate from small-cap theme, making it unsuitable for strict small-cap exposure seekers.

  • Exposure to cyclicals and high beta sectors (energy, fashion, logistics).

🟢 Bhansali Small Cap Fund: Lower Risk, Stable Gains

✅ Pros:

  • Broad sector allocation.

  • True small-cap focused.

  • Better risk-adjusted return profile for conservative investors.

  • Less likely to suffer extreme drawdowns due to diversification.

❌ Cons:

  • Gains may be slower and capped in bull markets.

  • Too diversified to generate alpha quickly.

  • May underperform aggressive funds during upcycles.

💡 Summary Recommendation:

GoalRecommended FundWhy
High Risk, High ReturnQuant Small Cap FundConcentrated, aggressive, fast-moving
Moderate Risk, Steady ReturnBhansali Small Cap FundBroad-based, diversified, small-cap purist

Let me know if you want a side-by-side table with all holdings and sectors or a combined Excel-ready summary.

Popular posts from this blog

praveen samples: idoc2edi: step by tpm configuration, with payloads

-
Image
  --------------------------- sample payload UNB+UNOY:3+3015886900013+3020810000707+251008:1055+587++++++1'UNH+408+ORDRSP:D:96A:UN:EAN005'BGM+231+0004292586+29'DTM+137:20250124:102'DTM+17:20250124:102'RFF+ON:4110883262'DTM+171:20250124:102'NAD+SU+3015886900013::9'NAD+BY+3020815000252::9'NAD+IV+3020819948536::9'NAD+DP+3020815000252::9'CUX+2:EUR:4'LIN+000010+5+3700242600613:EN'PIA+1+FM710327902:SA'IMD+F++FM710327902::9:FM710 MOUSSE PU 2C AERO 400ML CART 'QTY+21:10.000'QTY+12:10.000'DTM+17:20250318:102'MOA+203:71.40'PRI+AAA:7.14'RFF+ON:4110883262:000010'LIN+000020+5+3700242610537:EN'PIA+1+FF197341330:SA'IMD+F++FF197341330::9:FF197 COUPE FEU 2EN1 AERO 750ML CAR'QTY+21:5.000'QTY+12:5.000'DTM+17:20250318:102'MOA+203:49.90'PRI+AAA:9.98'RFF+ON:4110883262:000020'LIN+000030+5+3700242610476:EN'PIA+1+FM611341327:SA'IMD+F++FM611341327::9:FM611 VERT 2EN1 AERO 750ML CART DE ...
Read more

50 questoins of grok questions.

-
50 Question Templates to Get Better, Faster Answers from Grok (or Any AI) 1–10: FACT / DEFINITION # How to Ask Example Grok Answer 1 "Define [X] in 1 sentence." Define photosynthesis in 1 sentence. Plants use sunlight to turn CO₂ and water into sugar and oxygen. 2 "What is [X]?" What is DNA? DNA is the molecule that carries genetic instructions in all living things. 3 "[X] = ?" ATP = ? ATP = Adenosine Triphosphate, the energy currency of cells. 4 "List 3 examples of [X]." List 3 examples of proteins. Hemoglobin, insulin, collagen. 5 "True or False: [X]" True or False: All enzymes are proteins. False. Some are RNA (ribozymes). 6 "[X] vs [Y]: 1-line difference." Mitosis vs Meiosis: 1-line difference. Mitosis makes 2 identical cells; meiosis makes 4 gametes. 7 "Who discovered [X]?" Who discovered penicillin? Alexander Fleming in 1928. 8 "When was [X] invented?" When was PCR invented? 1983 by Kary Mullis. 9 ...
Read more

SAP CPI : camle expression in sap cpi , cm, router, filter and groovy script. format

-
Image
  --------------------- Using Camel Simple Expression Language Cloud Integration  supports a subset of the expressions defined in Camel Simple Expression Language (see  https://camel.apache.org/components/next/languages/simple-language.html  ). You can use Camel Simple Expression Language when configuring the following components: Components that Support Camel Simple Expression Language Component Use Camel Simple Expression to ... More Information Content modifier Define: Message body Message header Exchange property ( Type  parameter set to  Expression ) Define Content Modifier Write variables Define a variable. ( Type  parameter set to  Expression ) Define Write Variables Router Define a routing condition. ( Expression Type  parameter set to  Non-XML ) Define Router Content filter Define conditions for XPath elements. To review some examples, see  Examples . Define Filter Expressions Supported by Content Modifier and Write Variabl...
Read more