About the smallcase

Carefully designed basket with "EDGE" framework with detailed fundamental research to select emerging high growth businesses with strong business models across mid and small cap majorly

Objective:

  • To invest in consistent performing companies of good quality and aspire to provide attractive outperformance over long periods
  • Companies with strong outlook of long term superior growth and RoCE and consistency over volatility

 

E             D            G            E

 

This framework is backed by detailed fundamental research and backtested for past 20+ years and outperformed ~80% of the times.


•”E” = Earnings Quality –

  • 15% (or higher) operating profit growth and 15% (or higher) ROCE
  • High conversion of EBITDA to OCF
  • Low leverage(<2x)

•”D” = Deep dive research

  • Size of opportunity
  • Competitive advantage
  • Scalability

•”G” - Governance –

  • Accounting quality and forensics
  • Capital allocation
  • Board composition
  • ESG
  • Dividend policy

•”E” - Execution –

  • Past track record of promise vs delivery

 

This provides best of two worlds-

 

High Quality – provides stability

+

High Opportunity – provides growth



Disclaimer: Investing in securities are subject to market risks. Past performance is not an indicator of the future performance. This material should not be construed as a recommendation or solicitation to invest in securities. Investors should independently read the related documents, consider all the risk factors and seek professional, financial, tax and legal advice before investing

Download key points of this smallcase

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 23, 2022

would be
Centrum Smart India Flexicap
₹ 161.80
Equity Multi Cap
₹ 136.24
AprJulOct2023AprJulOct2024100120140160

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