About the smallcase

A blend of Active and Passive Investing Strategy based on the ideology of investing in the Top 11

Companies (ranked by Market Capitalization). The strategy provides diversification in sustainable long term wealth creation sectors in a particular year. A prudent investor looks for three things

in a business i.e. Quality of Business, Quality of Management and Quality of

Earnings. Our strategy is to invest in companies based on their market

capitalization such that, they should be the Top 11 companies in the Indian

equity markets. The Top 11 companies do possess these attributes.

Download key points of this smallcase

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jul 12, 2021

would be
Alpha 11
₹ 118.09
Equity Large Cap
₹ 121.91

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns