Why should you invest in this smallcase?

This smallcase is based on the investment criterion set out by Kevin Matras, a US based investment expert, in his book "Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies".

  • For better suitability, all the criteria have been adapted for the Indian markets
  • Companies which utilize their investments efficiently will be able to manage consistent earnings growth. This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages
  • Sometimes, companies can manipulate earnings through bad accounting practices, but its harder to do that with cash. Thus, this smallcase uses the P/OCF (price to operating cash flow) ratio instead of PE (price to earnings) ratio to select companies available at attractive valuations
  • Additionally, this smallcase only selects companies experiencing positive dividend growth

This is a Mid-Cap version of smallcase. Check the standard version 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

smallcase97.81%
₹ 197.81
NIFTY Midcap32.63%
₹ 132.63
smallcase
97.81%
NIFTY Midcap
32.63%
Comparing:  smallcase with NIFTY Midcap
1m6m1y2y3y4ymax
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