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



Past Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 20, 2020

would be
High Dividend Yield and Capital Appreciation
₹ 285.45
Equity Smallcap
₹ 231.51
AprJulOct2021AprJulOct2022AprJulOct2023100150200250300

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