About the smallcase

Mid-cap portfolios are ideal for long-term investors with a higher risk appetite, offering a balanced mix of growth potential and stability. Their ability to capitalize on emerging opportunities and adapt to market changes provides an attractive risk-reward balance, making them a strategic choice for investors looking for substantial returns over the long haul


  • Balancing substantial growth potential with avoiding overly small investments.
  • Consistently outperforms major indices, integrating momentum, volatility, and risk analysis for optimal stock selection
  • Monthly rebalancing strategy: Maintains stability while adapting to market changes efficiently, ensuring low turnover and timely responses to shifts.
  • Ideally suited for investments ranging from 5 to 15 lakhs, catering to varying investor preferences and risk tolerance.
  • Algorithmic precision and emotion-free automation: Eliminates human biases, ensuring objective and data-driven decision-making at all times, enhancing the portfolio's reliability and effectiveness

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Understand smallcase costs and returns

Understand smallcase costs and returns