About the smallcase

EquiGrowth – HNI is designed to offer High Net-Worth Individuals (HNIs) an aggressive, high-risk, high-reward growth strategy focused on small and mid-cap stocks. These segments typically present superior growth opportunities compared to large-cap stocks due to their potential for rapid expansion, innovative leadership, and market share gains. With a minimum investment of ₹5 Lakhs, this strategy targets companies that are poised to capitalize on emerging trends, outperforming traditional market leaders.

The portfolio leverages fundamental screening for companies with strong YoY sales growth, solid earnings potential, and compelling growth metrics. By focusing on small and mid-caps, the product captures the high upside potential of the market while being well-diversified across different sectors. Though this strategy inherently comes with higher volatility, the goal is to achieve exceptional returns by identifying and investing in companies positioned for significant capital appreciation. EquiGrowth – HNI offers an attractive opportunity for investors with a high-risk appetite looking to capitalize on the next generation of market leaders.

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Understand smallcase costs and returns

Understand smallcase costs and returns