About the smallcase


This strategy portfolio is a portfolio of 8-15 companies which are company have long history in capital markets with strong earnings growth in past and high growth potential in future with investment horizon of 5 to 10 years.


·        Diversified portfolio of ~ 8-15 stocks

·        Value + Growth + Technical Strategy

·        Equal Weighted to start with and every time we remove or add a stock we rebalance it to equal weight

This small case portfolio is structured to be long-term in nature and it is highly recommended only for subscribers who have an investment horizon of at least 5 to 10 years. H2 INVESTMENT MANAGERS will always prioritize longevity of healthy returns over short-term high returns.

We suggest a minimum investment > 3 lakhs in this small case portfolio (lump sum or over a period) for the fees to make economic sense.

The focus is to create long-term wealth for subscribers. We will focus a lot on behavioural aspects of investing and focus on process.

Download key points of this smallcase

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Apr 1, 2022

would be
₹ 184.40
Equity Smallcap
₹ 118.97

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