3 New Small-Cap Funds, 3 Very Different Portfolios
The smallest company in India's small cap index is still worth close to ₹5,800 crore. The average sits above ₹33,000 crore. Most people hear "small cap" and picture a small business. That's wrong on both counts: it's rank, not size, and getting that confused keeps a lot of investors out of the category responsible for most of the market's multibaggers, and most of its permanent losses.Ishmohit and Sarthak spend this one mapping the category properly. Not just what small caps are, but why the Nifty 50 structurally can't give you exposure to entire themes: defence, CDMO, gensets, wealth managers, niche IT, and a dozen more that simply don't exist yet at large cap size. Then they go past "should you invest in small caps" into "which fund, and why," pulling apart TrustMF Small Cap, Helios Small Cap Fund, and Abakkus Small Cap Fund: what each manager actually believes, what's sitting in the portfolio, and a SEBI stress test number on liquidity that matters more than most people realize.
Because this category cuts both ways, hard. The same 250 companies that produce the market's biggest gainers also produce its biggest wipeouts, often from the same starting point. Which fund you're in decides which side of that story you end up on.
🎟️ SOIC Investor Pulse 2026, Pune Edition
This is SOIC off the screen, the whole team in one room: Ishmohit, Sarthak, SOIC Research, and StockScans. Pune, Sunday, August 16. Ask your question live instead of typing it in the comments. Seats are limited, and early bird pricing ends before Phase 1 tickets go live Monday, July 20.
Get your tickets here: https://rzp.io/rzp/8CCDuuLR
────────────────────
WHAT WE GET INTO
1. Why "small cap" doesn't mean small: the real market cap range behind the label, from the smallest name in the index to the largest.
2. The double-edged sword, with real numbers: the same 250 companies produce most of the market's multibaggers and most of its wipeouts.
3. Drawdowns against Nifty 50 across three separate crashes, and how the risk actually shrinks the longer you hold.
4. How the index gets built: free float, and why a sector like chemicals gets 21 names here versus one or two in the Nifty 50.
5. The themes that only exist in small cap: defence, CDMO, gensets, wealth managers, and a dozen more that large caps structurally can't offer.
6. TrustMF Small Cap, taken apart: CIO Meher Vohra's terminal value philosophy, the actual portfolio, and why AUM size is the real risk to watch.
7. Helios and Abakkus, compared stock by stock: different frameworks, similar conviction, almost no overlap between any of the three funds.
8. SIP, lump sum, or both: the market breadth number that's flagged every major small cap bottom since 2016.
Bottom line: this category has produced the market's best returns and its worst, and which one you get depends on the fund, not the label.
────────────────────
00:00 Introduction
00:49 Why small cap, and what kind of risk you're actually taking
04:10 The double-edged sword: most multibaggers and most wipeouts, same category
05:37 Drawdowns against Nifty 50, and how risk changes with time
07:26 What "small cap" actually means: market cap range and free float
12:22 The themes large caps structurally can't give you
16:43 TrustMF Small Cap: philosophy, portfolio, and the AUM problem
29:56 Helios and Abakkus: philosophy and portfolio, compared
41:48 Which fund, how many, and when to actually invest
────────────────────
GO DEEPER WITH SOIC
🎟️ SOIC Investor Pulse, Pune 2026: https://rzp.io/rzp/8CCDuuLR
📚 SOIC Membership: https://learn.soic.in/learn/SOIC-Course
🔎 SOIC Research: https://www.soicresearch.in/home
📊 StockScans: https://www.stockscans.in/home, use code SOICTRIBE10 for a discount
────────────────────
This video is for educational and informational purposes only. Nothing in it constitutes investment advice, research or a recommendation to buy, sell or hold any security. Any stocks, sectors or themes mentioned are used only to illustrate investing frameworks and market history. Views expressed are personal, current as of the recording date and may change without notice. Investments in securities markets are subject to market risks. Please read all related documents carefully and consult a SEBI-registered investment adviser before making investment decisions. SOIC Intelligent Research LLP is registered with SEBI under the SEBI Research Analysts Regulations, 2014, with registration number INH000012582.
#SOIC #SmallCap #MutualFunds #Investing Receive SMS online on sms24.me
TubeReader video aggregator is a website that collects and organizes online videos from the YouTube source. Video aggregation is done for different purposes, and TubeReader take different approaches to achieve their purpose.
Our try to collect videos of high quality or interest for visitors to view; the collection may be made by editors or may be based on community votes.
Another method is to base the collection on those videos most viewed, either at the aggregator site or at various popular video hosting sites.
TubeReader site exists to allow users to collect their own sets of videos, for personal use as well as for browsing and viewing by others; TubeReader can develop online communities around video sharing.
Our site allow users to create a personalized video playlist, for personal use as well as for browsing and viewing by others.
@YouTubeReaderBot allows you to subscribe to Youtube channels.
By using @YouTubeReaderBot Bot you agree with YouTube Terms of Service.
Use the @YouTubeReaderBot telegram bot to be the first to be notified when new videos are released on your favorite channels.
Look for new videos or channels and share them with your friends.
You can start using our bot from this video, subscribe now to 3 New Small-Cap Funds, 3 Very Different Portfolios
What is YouTube?
YouTube is a free video sharing website that makes it easy to watch online videos. You can even create and upload your own videos to share with others. Originally created in 2005, YouTube is now one of the most popular sites on the Web, with visitors watching around 6 billion hours of video every month.
