Why should you invest in this smallcase?

Philosophy & Process is our EDGE

  • Superior Performance

We believe in buying high quality assets for less than their worth which creates Alpha. We do not participate in everything that goes up rather only the opportunities that fit our approach.

  • Margin of safety

Risk is an inescapable part of investing. Our unique position sizing and risk management systems limits the downside risk. Maximum drawdown in the portfolio since inception is 18.55%

  • Capital Protection

Our algorithms helps us make the decision to choose between aggressiveness and defensiveness ( balance between debt and equity) on the basis of observations regarding current market conditions. Maximum Equity exposure at any given point of time since inception is 72.16%

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Trendlinez

Past Performance vs 

1m3m6m1y2y3ymaxSIP
Current value of ₹ 100 invested once 
on inception

Jul 28, 2016

of this smallcase would be
TrendlineZ Balanced
₹ 106.61
Equity Multi Cap
₹ 90.46
Oct2017AprJulOct2018AprJulOct2019AprJulOct2020Apr100110120130140

Launch

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