About the smallcase

Invests in 15-22 companies that can Multiply Your Wealth in the next 2-4 years.

Theme:

-AatmaNirbhar Bharat- Policy Formulated by PM of India to make India a "bigger and more important part of the global economy" pursuing policies that are efficient, competitive, resilient and being self-sustaining and self-generating.

-China Plus One- Is the business strategy to avoid investing only in China and diversify business into other countries. Many companies are looking to diversify their manufacturing into countries like India as a part of their de-risking strategy.

-Production Linked Incentive Scheme- Extends an incentive of 4% to 6% on incremental sales (over the base year) of goods manufactured in India and covered under target segments, to eligible companies, for a period of five (5) years

-Make in India-Initiative to encourage companies to manufacture in India and encourage dedicated investments into manufacturing.

-Government initiatives like Anti Dumping Duty, Import Licensing


High Quality Right Price Companies

-Strong Balance Sheet and Low Debt on books.

-Good Management integrity, capability and performance track record.

-Available at Reasonable Valuations

-Multi-cap Strategy

-Announcements, Results, News of the companies are regularly researched


Past Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 20, 2020

would be
High Quality Right Price
₹ 351.77
Equity Mid & Small Cap
₹ 253.13
AprJulOct2021AprJulOct2022AprJul100150200250300350

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.