About the smallcase

  • We feel the reason our strategy works in the Indian markets is because the number of quality stocks is limited and there is a decent flow of money chasing the same names.
  • Our recommendation is to follow the strategy completely, think of it as a stock with the ability to create wealth over the long term & hence it is important to rebalance and exit when necessary.
  • We recommend that our strategy should be only a certain percentage of your portfolio , since it can have periods of volatility and but can be complementary to other style of investments.

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Understand smallcase costs and returns

Understand smallcase costs and returns