About the smallcase

Growth companies experiencing positive earnings growth and having a reasonable margin of safety, while growing at a rate faster than the overall economy

  • Generally, growth companies have a lot of investment opportunities to reinvest their earnings and not pay dividends. Fast growing business and rising earnings allow them to command high valuations
  • But, everything has a fair price and irrespective of the quality of the product, one should never overpay. This rule is applicable in the case of growth companies as well
  • Such companies are good investment opportunities, however because of their high valuations, it is difficult to judge whether they are fairly priced
  • This smallcase is a collection of companies experiencing earnings growth and, witnessing margin improvement.
  • In addition, only the companies experiencing increasing return on capital, and available at justifiable valuations are selected

You can access the asset allocation version of this smallcase with better risk-adjusted returns here

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Apr 4, 2016

would be
Growth at a Fair Price
₹ 219.89
Equity Smallcap
₹ 176.39
2017201820192020202120222023100150200250

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.

Understand smallcase costs and returns

Understand smallcase costs and returns