About the smallcase

At Niveshaay, we believe to invest where there is low Risk and High Uncertainty. There is a misnomer that entrepreneurs take high risk and hence they are awarded with high returns. In reality, entrepreneurs do everything they can to minimize risk.

The classic trait of Entrepreneurs is that they are great at dealing with uncertainty and are also good at minimizing risks and the same applies to investors in equity markets too.

The Key Mantra should be to invest in a company that has the potential to grow at decent pace, visibility of sustainable profit and also have clarity on the leverage.

In this portfolio, we have covered stocks which are available at a reasonable valuation and have huge earning potential upside.


  • This portfolio comprised of basket of 15-20 small and mid cap focused stocks with great business potential.

Past Performance vs 

1m6m1y2ymaxSIP
Current value of ₹ 100 invested once
at launch

Sep 18, 2019

would be
Mid and Small Cap Focused Portfolio
₹ 297.80
Equity Smallcap
₹ 166.81
Oct2020AprJulOct2021AprJulOct2022Apr100150200250300

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.