Why should you invest in this smallcase?

Stock markets reward companies that are efficient in utilising their capital and have been able to operate businesses that generate significant cash and earn high returns on investments. It is important to invest in such companies to earn high returns. However, it is also vital to consider the price being paid for such companies. By overpaying, the investor might hold a quality product but might not earn high returns.

  • This smallcase is based on the investing strategy of UK-based investor and journalist - Richard Beddard
  • The strategy combines Joel Greenblatt's Magic Formula and Joseph Piotroski's F-Score to select financially robust companies that have been utilising their capital efficiently and are also available at attractive valuations - like shopping for thrift 

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by smallcase Research

Past PerformancePerformance vs 

one timemonthly sip
one timemonthly sip

Current value of Returns on ₹ 100 invested once 4 years ago would beare

smallcase13.57%
₹ 113.58
NIFTY Smallcap9.26%
₹ 109.26
smallcase
13.57%
NIFTY Smallcap
9.26%
Comparing:  smallcase with NIFTY Smallcap
1m6m1y2y3y4ymax
2016AprilJulyOctober2017AprilJulyOctober2018AprilJulyOctober2019AprilJulyOctober100120140160180200

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