Why should you invest in this 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


Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Real Returns

Past Performance vs 

Equity Large Cap

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Current value of ₹ 100 invested once 
on inception

Apr 2, 2015

of this smallcase would be
FOCUS10
₹ 83.16
Equity Large Cap
₹ 94.69
2016201720182019202090100110120130140

Launch

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