About the smallcase

Invest in this portfolio, paying only for days you stay invested at 0.16% a month

Suitable- for those investing less than 30% of liquid net worth with no plan to liquidate within at least SIX MONTHS

Our "Core portfolio" is built on the principles of value investing, with a focus on buying defensive stocks that offer a high margin of safety and strong fundamentals. We look for companies with low leverage, stable growth, and a track record of consistent earnings.

Our aim is to hold onto these stocks until the markets recognize their potential and demand for these companies drives their valuations to euphoric multiples. This holding period and J curve movement allows investors to capitalize on market corrections and continue making persistent investments through a systematic investment plan (SIP) for long-term value creation.

By focusing on defensive stocks with a high margin of safety and strong fundamentals, we aim to minimize risk and maximize returns over the long term. We believe that this approach is key to building a solid foundation for long-term investment success.

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Nov 9, 2020

would be
₹ 162.66
Equity Smallcap
₹ 153.02

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

Understand smallcase costs and returns

Understand smallcase costs and returns