About the smallcase

-Invests in 15-20 companies with consistent High Dividend Yield.

-Investments with potential to generate dividend income and

capital appreciation.

-Companies with Strong Balance Sheet and Low Debt on books.

-Companies with Good Management integrity, capability and

performance track record.

-Companies available at Reasonable Valuations as compared to

their earnings potential.

-Multi-cap Strategy (invests in Large Cap, Mid Cap and Small Cap

shares).

-Announcements, Results, News of the companies are regularly researched to ensure stock potential

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 20, 2020

would be
High Dividend Yield and Capital Appreciation (AUM)
₹ 389.09
Equity Smallcap
₹ 324.64
AprJulOct2021AprJulOct2022AprJulOct2023AprJul100150200250300350

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