In Conversation: Is it a good time to allocate to small cap funds?

Vishal Gajwani brings with him over 16 years of fund management experience, having managed assets both on the PMS side and now mutual funds. Vishal has demonstrated the ability to identify market trends and sectoral opportunities early on, given his academic rigour and depth of research. He is currently managing Aditya Birla Sun Life Small Cap Fund (ABSL Small Cap) and Aditya Birla Sun Life Balanced Advantage Fund (ABSL BAF). The Small-Cap fund completed 16 years in May 2023. Vishal started managing the fund about a year ago and is using his skill of trendspotting to build a strong well-balanced portfolio between cyclical & structural growth stories. Triveni Turbine, CCL Products, Rolex Rings, Sundaram Fasteners, and Craftsman Automation are some of its recent picks that have aided performance uptick. ABSLAMC Knowledge Centre caught up with him to understand the turnaround strategy he has adopted for the small-cap fund, the tweaks he has made and what investors can expect going ahead.