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

Download key points of this smallcase

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Jan 6, 2017

would be
Growth & Income
₹ 277.89
Equity Smallcap
₹ 157.90
20182019202020212022100150200250

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.