About the smallcase

Stock returns consist of two parts--price return and dividend return. Generally, retail investors overlook the dividend returns generated by a stock before investing, but in the long-term, dividend returns become very important and significant.


  • This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
  • Companies that have consistently increased their dividends over the last 5 years are selected
  • The final list of stocks are selected on the basis of high dividend yield
  • The selected stocks are weighted using a mathematical model that minimizes the volatility of the smallcase


This passive investing smallcase is ideal to generate market-beating returns over the long-term by earning more through dividends.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jul 20, 2018

would be
Dividend - Smart Beta
₹ 187.68
Equity Large Cap
₹ 200.23
20192020202120222023202480100120140160180200

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