Nifty_SM100

This smallcap universe focuses exclusively on listed smallcap companies with scalable business models, improving earnings visibility, strong management quality, and sectoral tailwinds. Selection emphasizes liquidity, balance sheet strength, and sustainable return ratios to capture long-term alpha while managing inherent smallcap volatility.

Research follows a bottom-up, fundamentally driven approach within the smallcap universe. We screen for strong revenue and earnings growth, improving ROCE, prudent leverage, and scalable business models. Management quality, industry structure, and competitive positioning are assessed through concall tracking, financial analysis, and valuation discipline to identify sustainable alpha opportunities.

Constituents are selected through quantitative and qualitative filters within the smallcap universe. Key criteria include revenue and PAT CAGR &gt;20%, ROCE &gt;15%, manageable debt (D/E &lt;0.5), positive operating cash flows, and adequate liquidity. Final selection is based on business scalability, sector tailwinds, earnings visibility, and reasonable valuations relative to growth prospects.

Dynamic - based on managers discretion

This smallcase will be rebalanced on an as-needed basis

EquiPower Smallcap Fundamental

Compare with 101st-250th market cap stocks

Compare with 251st-350th market cap stocks

Compare with 101st-500th market cap stocks

20-30 Stocks: High-growth smallcap companies - strong fundamentals & earnings visibility 

EquiPower Smallcap Fundamental

Overview

Stocks & Weights

Investment Rationale

Performance

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About the Manager

Understand smallcase costs and returns