About the smallcase

  • The Cyclical Bets Smallcase is a Research Analysis service comprising a diversified list of 15-20 stocks of different sectors that are in the early stage of turnaround and expected to do well in the medium and long-term.

  • This is one of the best performing smallcase and the stocks have given a significant outperformance.

  • We are likely to follow a basket approach of investing in a particular sector. These stocks are likely to outperform as the cycle improves and offer the potential of significant re-rating. We have extensive experience in cyclicals and the founders are considered an authority in cyclical and contra-cyclical investing due to their vast experience in this style of investing.

  • We look at companies with good corporate governance practices, a sustainable balance sheet, and past downcycle survivors.

  • Our founders have done extensive dissemination of knowledge in cyclical investing.

  • Recommended amount > 5 lakhs (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.

  • This is NOT a model portfolio. Allocation in each of the stocks is to be done by the subscriber as per his/her risk profile in consultation with their Investment Advisor. We have no recommendations on Allocation.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 20, 2021

would be
Cyclical Bets Smallcase
₹ 294.80
Equity Smallcap
₹ 175.45

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