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Small caps have delivered a handsome 35% CAGR over last 3yrs. Ravi believes while some pockets of small caps are clearly discounting the most optimistic earnings projections and therefore best avoided, there are several segments especially in the manufacturing and capital goods spaces which have structural growth prospects. Small cap earnings are projected to grow18-20% over next 2 yrs and valuations are now at 19x – not in bubble zone at an overall level, not cheap – but several stocks in small caps continue to look attractive.
Sundaram Small Cap outperformed peers last year on the back of good picks in capital goods, PSU banks, IT and consumer discretionary spaces. In recent months, as the rally spread into lower quality small caps, the fund’s outperformance shrank.
The fund has recently added exposures in small cap IT stocks and capital goods stocks.
Between manufacturing and consumption as two broad macro themes, Ravi picks manufacturing as a more promising wealth creator over the next 3 years as multiple tailwinds are already at play to drive growth.
FANTASTIC, SEND REGULARLY AND PARTICULARLY ON SATURDAY,SUNDAY AND HOLIDAY WE CAN WATCH AND QUARTERLY OFFLINE TRAINING AT AHMEDABAD FOR NRI AND CORPORATE TRAINING AND FOCUS TO INCREASE MORE BUSINESS FOR SIP (SPECIALLY), LUMSUM AND AGAINST DIRECT INVESTMENT CUSTOMERS PARTICULARLY TO SHOW DISTRIBUTORS IMPORTANCE AND NECESSITY AGAINST DIRECT INVESTMENT.
Sundaram Mutual fund is a good Fund house.
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Healthy and useful insights Thanks
Shall we recommend one time Or Stp in manufacturing sector and the duration.
Big Thanks for posting transcripts of the vidoe s. with best regards.
Sundaram as a fund house has been mid & small cap solid fund house. This is a welcome conversation with the head of Sundaram delving deep across the small cap allocation strategies. Useful insights.
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