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SmallCap Discovery

Managed by Discovery Asset Management

SMALL CAP
PMS
SMALL CAP
HIGH GROWTH

Returns (Since Inception)

25.15%CAGR

AUM

9K CrINR

Min Investment

50.0 LINR

Investment Approach

Bottom-up stock picking in the small-cap space targeting emerging leaders with robust business models, strong promoter quality, and long growth runways. We focus on companies at an inflection point with scalable business models.

Inception Date2020-06-15
BenchmarkNifty Smallcap 250
Fee Structure
Fixed Management Fee2.5% p.a.
Performance Fee20% of profits above 12% hurdle
Exit Load3% if redeemed < 2yr, 1.5% < 3yr
Risk Metrics

Volatility

28.1%

Beta

1.48

Downside Capture

105%

Upside Capture

155%

NG

Neha Gupta

Principal Officer

Small cap specialist with a knack for finding hidden gems before they become mainstream.

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Disclaimer

Performance data is strictly for educational purposes. Past performance is not indicative of future results. All returns are TWRR based. Please read all scheme related documents carefully. Investment in securities market are subject to market risks, read all the related documents carefully before investing.

Key Numbers

Sharpe Ratio1.72
Max Drawdown-28.1%
Min Investment50.0 L
Lock-in Period2 Years
Risk LevelVery High