Why should you invest in this smallcase?

·       Concentrated Strategy Structure of 20 -30 stocks out of top 500 stocks of small to mid-capitalization in NSE.

·       Buy and hold philosophy – low portfolio churn (~ 100% per year)

·       Periodic rebalancing (every 3-4 months) of a part of the portfolio

·       Investment Horizon: Medium to Long term (3 years or more)

·       Following a quantitative momentum principle followed by several layers of filtration

·       A risk model used which reduces the risk and portfolio volatility through staggered building of positions

·       It is non-leveraged—the exposure will never exceed the value of the portfolio

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Benign Capital

Past Performance vs 

1m3m6m1y2y3ymaxSIP
Current value of ₹ 100 invested once 
on inception

Jan 1, 2004

of this smallcase would be
QPort-Momentum-All Cap
₹ 8,261.73
Equity Smallcap
₹ 149.71
2004200620082010201220142016201820205,00010,00015,000

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart