Why should you invest in this smallcase?

This smallcase identifies high-quality businesses that can stand the test of time and fend off their competition.


  • This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
  • Fundamental criteria like return on equity, debt to equity & accrual ratios are used to build the quality score
  • The strategy also looks for earnings variability over the last 5 years to identify consistent performers
  • Selected stocks are weighted using a mathematical model that maximizes the return potential while simultaneously reducing volatility


This smallcase is best suited for passive investors who seek to generate market-beating returns for their long-term goals.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by smallcase Research

Past PerformancePerformance vs 

Equity Large Cap

one timemonthly sip
one timemonthly sip

Current value of Returns on ₹ 100 invested once 10 years ago would beare

smallcase282.68%
₹ 382.68
Equity Large Cap158.89%
₹ 258.89
smallcase
282.68%
Equity Large Cap
158.89%
Comparing:  smallcase with Equity Large Cap
6m1y3y5y10ymax
2011201220132014201520162017201820192020100150200250300350

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