Congrats on picking wockhardt so early. I don’t have so much margin of safety but I have it cheaper than the biggies who got in at the QIP.
I also think that if one is averse to invest in smallcaps because of the risks then one should not even do equity investing directly …MF is enough .I do not see much point in investing in largecaps unless one invests only in bear markets and does very concentrated investing .
I do not usually look at caps as a criteria but I try to keep some biggies in portfolio to reduce the pain of the bad days but rest 70% is small or microcaps .Nothing really beats the effect of a 15-20 bagger in the portfolio .So nowadays I am consciously trying to keep 5 or 6 hopefuls even if they are risky .
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