About the smallcase

The Portfolio consist of heavy weights that have stood the test of times and are best bets in long down cycles.

  • The portfolio consists largely of market leaders that have strong pricing power resulting in stable operating performance.
  • This portfolio has marginal exposure to mid-cap stocks. The portfolio beta is low at 0.75.
  • The average EPS CAGR over three and five years are 13-16% and these stocks are expected to post EPS CAGR of ~12% over FY20-22E. These stocks have stable ROE profile of ~18% and have select high dividend yield stocks. 

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Understand smallcase costs and returns

Understand smallcase costs and returns