In my portfolio which one of these Mid and small cap funds should I keep?
DSPBR Microcap reg, ICICI Pru Discovery, IDFC premier equity.
Over last three years, the returns had been: 4.2%, 14.5%, 7% resp.
Over last one year, returns are: 19%,16%,13% resp.
Beta values: 1.18, 1.01,0.93 resp
Alpha: 5.17, 13, 6.35.
DSPBR is five star rated by valueresearch, others are four star. But DSPBR also has the highest expense ratio.
I am puzzled by the returns quoted. Seems ICICI pru discovery is more consistent than the other two.
What is your suggestion?
DSPBR Microcap reg, ICICI Pru Discovery, IDFC premier equity.
Over last three years, the returns had been: 4.2%, 14.5%, 7% resp.
Over last one year, returns are: 19%,16%,13% resp.
Beta values: 1.18, 1.01,0.93 resp
Alpha: 5.17, 13, 6.35.
DSPBR is five star rated by valueresearch, others are four star. But DSPBR also has the highest expense ratio.
I am puzzled by the returns quoted. Seems ICICI pru discovery is more consistent than the other two.
What is your suggestion?
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