About the smallcase

Actively managed, all-weather smallcase which deploys a unique "All In 1" strategy:


  • Asset Allocation: Allocate among Equity/Debt/Gold. We may be 100% equity to reap the upside when market is down and then add defensive components to protect the gains after upside.
  • Flexibility: We move across Large, Mid and/or Small cap segments as per their relative attractiveness. This flexibility gives us an edge.
  • Focused: Just 10-20 stocks to unlock the power of focus which will combine with debt ETFs to form a unique approach.
  • Ultra Low Cost: 0.98% per year. So, ₹980 per year per lakh. This is billed monthly, ₹82 (₹980/12) per month per lakh of investment. Cheaper than buying few kg of onion these days. To ensure, investors remain invested for long term without worrying about costs for real compounding to take place.
  • Rebalance: As and when needed. We don't rebalance too often. These are low churn, high conviction stocks. On average, rebalance is around once a quarter or six months.


Overall, a smallcase that combines triple power of 1) Focused Approach 2) Flexibility of asset allocation 3) Low cost structure. Since it takes care of everything, we named it - "All in 1"

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Understand smallcase costs and returns