Business

How Good is Investing in SBI Small Cap Fund? ET Money Explains

Published

2 years ago

June 16, 2022

Though small cap funds have constantly remained under pressure in recent times, a few have managed to break through.

It has been observed that after outperforming large cap stocks for a long period, small cap stocks faced hurdles and came under pressure which came across as a cause of worry for investors. However, the recovery has been quick enough to put them back on track. Having said that, investors need to be cautious as the volatility could possibly shake up the markets. Mutual fund schemes would also get affected by these market movements, hence investing in only well managed schemes in the small cap funds category is advisable with a long-term investment view of more than 7-8 years. One should definitely avoid investing in small cap funds that work towards getting returns instead of focussing on quality stocks and risk management.

If you are looking out for a well managed small cap fund, then SBI Small Cap Fund is the ideal choice. The fund has shown tremendous performance across various market conditions in the past, and has significantly outperformed the benchmark and category average during the bull and bear phases. In the past 5 years, SBI Small Cap Fund has been one of the best in its category and has given returns with a CAGR of around 22.2%, as against 16.6 % GR delivered by its benchmark S&P BSE Small-Cap – TRI. The outstanding performance has attracted many investors owing to its stability, and its AUM has also grown over four times in the past couple of years. SBI Small Cap Direct Growth Fund has given good returns to investors over the years and still stands amongst one of the best small cap funds in the market.

SBI Small Cap Fund is designed to give its investors’ long-term growth in capital along with the liquidity of an open-ended scheme by investing majorly in a well-diversified portfolio of equity stocks of small-cap companies. Furthermore, the fund currently holds a significant exposure of about 15% to 25% in mid-caps, along with a minor allocation of up to 2% in large-caps. Since its inception, SBI Small Cap Fund has been one of the most appropriately managed schemes in the small-cap funds category. However, being a small-cap fund, it is bound to witness extreme volatility when the small-cap stocks are under pressure owing to volatility. Still, the fund’s ability to tide throughout these market corrections makes it an ideal choice for investors who are looking for a long term investment horizon over 7-8 years.

Business

September Joy: HomeCare Bosses United®’s Second CareGrowth AI™ Workshop

Published

4 days ago

September 4, 2024

Matthew Wiles

Sue and Enock Denis, co-founders of HomeCare Bosses United®, are the top industry-leading pair in the non-medical homecare space. Sue Denis began her journey after leaving the nursing world and jumping with both feet into the homecare industry by founding her own homecare agency. Next, she taught those in her local community and online how to do the same in a private Facebook group she created for the purpose. Now, that group has over 13k members.

She and Enock’s latest venture — the CareGrowth AI™ software developed specifically for homecare agencies — is but the next step in their transformative, inspiring journey, heralding a new era for homecare agencies by turning them into Intelligent HomeCare Agencies™. After their very successful launch event, the Systemize to Scale With AI Workshop, Sue and Enock are back with an encore for those who missed the first one — or those who want more HomeCare Boss magic!

The 2nd Launch Event: Systemize to Scale With AI Workshop

Scheduled from September 8-12, 2024, at 8 PM EST each day, the Systemize to Scale With AI Encore will introduce CareGrowth AI™ to the next wave of attendees. The five-day virtual event revolutionizes how homecare agencies operate, offering insights and tools to streamline operations, reduce errors, and enhance efficiency.

“We’re not just offering another software; we’re helping agencies transform into Intelligent Homecare Agencies,” Enock explains. “With AI, these agencies can become more efficient, productive, and ultimately more profitable.”

So true. Intelligent Homecare Agencies™ that implement the software harness the power of AI to elevate their operations, making them more efficient, productive, and capable of delivering higher quality care and achieving greater profitability.

A Community-Centric Approach

With nearly 13,000 members in their private Facebook group, HomeCare Bosses United® has created a robust community of homecare professionals. Its supportive network is a cornerstone of the organization, offering courses, consulting, and a thriving online space where members can share experiences and learn from one another.

“Community is the backbone of our success,” Sue shares. “It’s incredible to see agency owners support each other and grow together.”

Core Values Driving Success

At the heart of HomeCare Bosses United® lies a set of core values: Empowerment, innovation, community, integrity, excellence, and faith. These principles guide their mission and shape their approach to business, ensuring that each agency owner feels equipped to navigate the industry’s challenges.

“Empowerment is key,” says Sue. “We want agency owners to feel confident and capable, knowing they have the power to succeed.”

Innovation is another critical aspect of their work. With the launch of CareGrowth AI™, the Denises are setting new standards in the industry, paving the way for homecare agencies to become part of the Intelligent Homecare Agency™ category.

“With CareGrowth AI, we’re keeping up with the AI revolution… by leading it!” Enock emphasizes.

Integrity and Faith: The Foundation

Honesty, transparency, and ethical practices are fundamental to HomeCare Bosses United®’s business model. Enock and Sue’s commitment to integrity ensures that clients receive honest and transparent guidance, fostering trust and reliability.

Their faith also plays a pivotal role in their business philosophy.

“Our faith is at the center of our business,” Enock says. “It guides us and gives us strength, helping us make a positive impact in the lives of others.”

Looking Ahead

As HomeCare Bosses United® continues to grow, their mission remains steadfast: To help homecare agency owners thrive. Through their comprehensive support platform, they provide the tools, knowledge, and community needed to start, grow, and scale homecare businesses.

The upcoming Systemize to Scale With AI Encore is an opportunity for homecare professionals to join this journey and embrace the future of the industry. Registration is available at https://CareGrowthAI.com for just $37, including access to the live workshop and the exclusive HomeCare Bosses United® community.

About HomeCare Bosses United®

HomeCare Bosses United® helps you grow your homecare agency, impact the world, and live life on your terms. Co-founded by Enock and Sue Denis, the company offers courses, consulting, and live events for homecare agency owners at every stage of their journey. Their mission is to simplify the process of starting, growing, and scaling homecare agencies, providing the tools and support needed for success, including their revolutionary CareGrowth AI™ solution. For more information, visit: https://CareGrowth AI.com and https://homecarebossesunited.com