Education . Fund Selection . 2 of 3 RupeeCase
The same best idea.
Two very different cheques.
One high-conviction midcap, six percent of the book. Watch what happens to it as the fund grows.
Small fund Rs 500 cr Big fund Rs 40000 cr
Six pct in its best midcapRs 30 crRs 2400 cr
Days to build it2192
Most it may own of that stockRs 800 crRs 800 cr
Weight the idea ends up at6 pctunder 1 pct
The Rs 2400 cr order cannot be filled in a midcap and is not even allowed. SEBI caps any fund at ten percent of one company, so on a Rs 8000 cr stock the ceiling is Rs 800 cr. The idea that made the numbers gets shaved to a rounding error, or dropped. So the fund drifts into the top twenty large caps everyone already owns.