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

A low-cost version of this smallcase without high-priced stocks is also available here 

Know how this smallcase was created

Created by smallcase Research

Past PerformancePerformance vs 

LumpsumSIP
LumpsumSIP

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

smallcase108.58%
₹ 208.58
NIFTY Smallcap17.93%
₹ 117.94
smallcase
108.58%
NIFTY Smallcap
17.93%
Comparing:  smallcase with NIFTY Smallcap
1m6m1y2y3y4ymax
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