About the smallcase

A multicap strategy, this smallcase is best suited for those who want a regular stream of income. The stocks in this portfolio yield high dividends along with capital appreciation, hence the name Dividend plus Growth. It is believed that PSU companies are best suited if you want to earn dividends but we do not invest in PSUs, whatsoever. 


The companies in this portfolio-

  • Have stable revenue stream and cash flows
  • Are high growth companies with stable cash flows, enabling consistent dividends with significant capital appreciation.
  • Are available at reasonable valuations as compared to their earnings potential
  • Have good management integrity, capability and performance track record.


Live Performance vs 

Current value of ₹ 100 invested once
at launch

Mar 20, 2020

would be
DiviGrowth Capital
₹ 471.44
Equity Smallcap
₹ 413.33
AprJulOct2021AprJulOct2022AprJulOct2023AprJulOct2024100200300400

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