About the smallcase

Many of us want to act now and make this world a better place to live for future generations. Hence its important we do our part by investing in companies which are increasingly addressing ESG issues and paving way for sustainable investing. In this strategy we aim to demonstrate that shareholder value creation is not at odds with Environmental, Social and Governance Standards set by the community that businesses operate in.

Our process is transparent and rule based.

  • We identity non financial factors which affect shareholder wealth coupled with financial strength of the companies.
  • Our backtesing results have showed that ESG factors have contributed to long term financial performance.
  • Institutional investors across the world are taking into account ESG factors while investing, through this smallcase our aim is to generate alpha by implementing ESG factors in stock picking strategy.
  • We also watch out for any controversies such as tax fraud, consumer complaints, business ethics, marketing etc which will flag companies with business models that are likely to have negative impact on shareholder wealth.

This portfolio is not available for US persons, including US citizens and residents. The portfolio represented herein is available only to Indian residents. For US persons, please refer to the LotusDew website: www.lotusdew.co

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Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jan 21, 2020

would be
ESG Core Portfolio
₹ 126.11
Equity Large Cap
₹ 132.76

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.