About the smallcase

For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.

  • This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.

Stock returns consist of two parts--price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Apr 4, 2016

would be
Dividend Aristocrats
₹ 378.44
Equity Large Cap
₹ 249.29
2017201820192020202120222023100150200250300350400

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