About the smallcase

Designed to generate wealth over the long term by investing in market leaders across sectors.


Portfolio specifics:


  • Invest in up to 18 stocks across sectors and market cap
  • Focus on growth triggers in the next 3-5 years
  • Strong risk management in place with pre-defined entry/exit strategies
  • Competent Management with good corporate governance
  • Reluctant towards cyclical businesses
  • Using technical and Fundamental parameters
  • Rebalanced on 1st Monday of each month


Suitable for long-term investors looking to capture growth (5-year horizon).

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