About the smallcase

  • You have the “capacity to suffer” short term under performance with higher probability of portfolio delivering superior gains over a longer horizon
  • You believe in and have the “capacity to hold” your positions for long term
  • You believe in “benign neglect” towards daily ticker prices and endless news inflow
  • You believe in “cost control” being the single biggest factor for maximizing investment returns


Methodology:

  • Base List: Stocks finding place in Nifty 200 Quality 30 Index. Financial companies, if part of the index will be excluded
  • Filters Applied: Debt to Equity ratio, Return on Equity and PAT yield. See blog for detailed methodology and additional details
  • Re-balancing: Annual. However, first rebalance will be done on 1st July 2020


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Understand smallcase costs and returns

Understand smallcase costs and returns