Why should you invest in this smallcase?

Stock returns consist of two parts--price return and dividend return. Generally, retail investors overlook the dividend returns generated by a stock before investing, but in the long-term, dividend returns become very important and significant.


  • This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
  • Companies that have consistently increased their dividends over the last 5 years are selected
  • The final list of stocks are selected on the basis of high dividend yield
  • The selected stocks are weighted using a mathematical model that minimizes the volatility of the smallcase


This passive investing smallcase is ideal to generate market-beating returns over the long-term by earning more through dividends.

Know how this smallcase was created

Factsheet 

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Created by smallcase Research

Past Performance vs 

Equity Large Cap

6m1y3y5y10ymaxSIP
Current value of ₹ 100 invested once 
on inception

Aug 31, 2007

of this smallcase would be
Dividend - Smart Beta
₹ 572.41
Equity Large Cap
₹ 248.99
2008200920102011201220132014201520162017201820192020100200300400500

Launch

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