Why should you invest in this 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

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

1m1y3y5ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Mar 3, 2014

would be
Growth & Income
₹ 1,185.06
Equity Smallcap
₹ 331.43
20152016201720182019202020212004006008001,000

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns