About the smallcase

This smallcase is based on the investment criterion set out by Kevin Matras, a US based investment expert, in his book "Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies".

  • For better suitability, all the criteria have been adapted for the Indian markets
  • Companies which utilize their investments efficiently will be able to manage consistent earnings growth. This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages
  • Sometimes, companies can manipulate earnings through bad accounting practices, but its harder to do that with cash. Thus, this smallcase uses the P/OCF (price to operating cash flow) ratio instead of PE (price to earnings) ratio to select companies available at attractive valuations
  • Additionally, this smallcase only selects companies experiencing positive dividend growth

Use this smallcase to invest in efficiently managed companies at comfortable valuations

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Jan 6, 2017

would be
Growth & Income
₹ 392.28
Equity Smallcap
₹ 208.02
201820192020202120222023100150200250300350

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