Why should you invest in this smallcase?

  • The Coffee Can Portfolio investment approach helps you rise above the market volatility and noise by investing for a long-term horizon of at least 10 years. It also helps save on transaction costs as there is no rebalancing done once the stocks are bought.
  • Companies in this smallcase have shown constant revenue growth over the long-term, which indicates that the company is able to expand its business operations to continue growing
  • Revenue growth creates shareholder value, only if return on capital employed (ROCE) remains high. Hence, it is a very important metric in assessing a firm’s performance. This smallcase selects companies whose revenue has grown by at least 10% every year and ROCE was at least 15% for each of the last 10 years.
  • To make the most of this smallcase, invest once and forget for the next 10 years

The idea of a Coffee Can Portfolio was introduced by Robert Kirby. The concept was derived from the early nineteenth century, when people put their valuable possessions, like money and jewellery, in a coffee can and kept it under the mattress for safe keeping.

Know how this smallcase was created

Created by smallcase Research

Past PerformancePerformance vs 


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

₹ 129.50
NIFTY 20045.69%
₹ 145.69
Comparing:  smallcase with NIFTY 200