About the smallcase

Invest in high quality Small/Mid cap stocks that not only create long term sustainable returns but also help promote a more equitable and sustainable world for all.

In this strategy we endeavor to invest in companies that help

  • Save our environment
  • Treat various stakeholders fairly
  • Give back to the community

while fulfilling our basic requirement of delivering consistent, top notch financial performance backed by an honest management. Such companies acknowledge and manage ESG risks better than their peers, including climate change, employee health and safety and board independence. They also don't get into egregious negative controversies that have meaningful long term impact on the value of the firm. This also shows in the historical performance of NIFTY 100 ESG Index that has consistently outperformed the Nifty 50 Index.

ESG investing in India is now gaining momentum with almost 76% increase in inflows into ESG Funds in 2021. As a country, government is now promoting more and more production of renewable energy, use of Electric vehicles, recycling of waste, waste water treatment and many such initiatives aimed at creating a green economy. India has committed to becoming a net-zero carbon emissions by 2070. From Governance point of view SEBI has directed all companies to provide detailed disclosures on their ESG metrics. The ESG trend is only going to get intense going forward and we as investors need to invest in making this world a better place to live.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Oct 29, 2021

would be
Green Portfolio ESG
₹ 109.12
Equity Smallcap
₹ 93.46

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