Why should you invest in this smallcase?

This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.

  • First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected
  • Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn
  • In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by smallcase Research

Past Performance vs 

1m6m1y2y3y4ymaxSIP
Current value of ₹ 100 invested once 
on inception

Mar 3, 2014

of this smallcase would be
The Naked Trader
₹ 476.91
Equity Mid & Small Cap
₹ 213.02
201520162017201820192020100200300400500600

Launch

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