About the smallcase

Flexi-cap portfolio that invests in 15-20 value and growth stocks based on Shariah Principles of Investing.


Growth Drivers:

·       Import substitution beneficiaries.

·       Supply chain re-shoring (China Plus One) beneficiaries

·       Manufacturing Oriented companies, from India for the World.

·       Beneficiaries from infrastructure creation and related growth

·       Consumption growth beneficiaries from aspirational middle class


Monitors and updates from screening database from Islamicly (refer to their website for screening criteria's)

Key features:

·       Philosophy is to invest in growing Shariah compliant businesses, having strong management, strong fundamentals and comfortable valuations

·       Exposure to a larger universe of shariah-compliant companies with benefits of diversification and higher returns.

·       If a stock is reported non-compliant, we ensure that the portfolio gets updated in the upcoming rebalance.

·       Dividend purification notification is sent to all investors on a periodic basis


Key recommendations:

·       Keep an investment horizon of 2-3 years for capital appreciation.

·       Rebalance schedule is quarterly

·       Recommended investment amount is Rs. 2-5 lakhs 

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 2, 2023

would be
Green Ethical Portfolio - Shariah Investing
₹ 109.30
Equity Smallcap
₹ 108.63

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