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“The smallcap inflows have been so overwhelming that the overvaluation of smallcaps relative to largecaps is at an all-time high. There is no precedent in Indian history for what we have seen in the last couple of years. Given that anomaly, the re-pricing of largecaps has a long way to go. Some of it has happened over the last couple of weeks, but I think this is just the beginning.”

" The sheer amount of money foreign investors make wont go into smallcaps so much; it will end up going into the larger stocks and we are hoping that Consistent Compounders will continue to make money from that. We are up 26% this fiscal in CCP. We manage roughly a billion dollars with our clients and we are hoping that as FIIs return, that 26% will be further augmented by FII flows."

“There have been several changes in allocation. On average, we have been doing about, say, 8% to 10% portfolio churn only related to allocation over the last year or so and it has already started to yield healthy results. We increased our allocations in Dr Lal PathLabs and Divi's Lab.”

Equitree Capital Advisor's smallcap Emerging Opportunities fund came second on the list with 6% return last month.

India Business News: Diwali on Indian markets: Despite global tensions and economic challenges, the Sensex has closed Samvat 2079 with an 8.5% increase, marking the eighth