About the smallcase

  • A Focused portfolio of up to 25 stocks across various market caps having high momentum and which are out performing their respective indices.
  • Ideal investment can be Rs. 2.5 Lakhs and above.
  • The allocation will be dynamic across market caps depending on prevailing market condition.
  • The idea is to pick the stocks of various marketcap that are out performing their respective indices over a period of time defined by our algorithm.
  • The portfolio may invest a small portion in Gold ETF at times when Equity may be underperforming.
  • At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).
  • Every Month or as per market conditions, the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
  • Strategy best suited for investors looking to create long term wealth by investing in opportunities across all market caps in order to take full advantage of market cycles.
  • This portfolio is ideal for people looking to invest for a investment period of 3 years and above.

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Apr 17, 2021

would be
Zen Multicap Focused
₹ 117.26
Equity Smallcap
₹ 105.11

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.