About the smallcase

  • Quantamental GROWTH Investing using fundamental, quantitative and technical algorithms.
  • Diversified-equity with up to 20 stocks exposure.
  • Investment Universe of top 500 stocks on the NSE.
  • Monthly Review for stocks. Weekly review for position sizing & risk management.
  • Continuous portfolios with minimum recommended holding period: medium-term (5 years +).
  • The strategy is fully tactical and moves from equity to gold/ debt in times of crisis/ volatility.
  • Suitable for attaining funding & financing goals.


For amounts of INR 5 Lac and above please connect with the adviser for an AuA version.

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