SBI Emerging Businesses Fund

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This fund for not letting its propensity to live dangerously come in between its ability to live up to expectations, year after year.

 

Strategy

The scheme focuses on emerging business themes, primarily based on export or outsourcing opportunities or even domestic emerging opportunities, with no market cap bias. Investments in a particular business are restricted to around 25 per cent and in the words of the fund manager, this fund is both benchmark agnostic as well as liquidity agnostic.

The fund's equity exposure remains 90 per cent most of the times except for some exceptional circumstances as seen during 2008 and 2011. Also, the fund has fewer stocks (27) than the category average of 50.

 

Performance

The story till 2008 is of hits and misses. But 2009 brought in a new vigour for the fund and it became part of the top-2 quartile, and subsequently has been a part of the top quartile unfailingly. This period also includes 2011 when it fell way less than the category, a marked departure from 2008 when a similar mid- and small-cap allocation crumbled. The past three years' returns also reflect its stupendous performance as it has generated a return of 12.92 per cent while the category average has been a meagre 0.74 per cent.

Coming to the portfolio, Jubiliant Life Sciences, Crompton Greaves and Blue Dart Express have all been there for more than four years.

The fund's top winners are Sayaji Hotels, Sagar Cements, Page Industries, Jubilant Foodworks and Motherson Sumi.

The big misses include Blue Star and McDowell Holdings.

 

Why invest?

While the risk factor is indeed there, the fact that its assets have doubled in just a span of a year speaks volumes about its ability to reward those who repose faith in it.

Happy Investing!!

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You can write back to us at PrajnaCapital [at] Gmail [dot] Com

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