About the smallcase

Just like Moon (a satellite of Earth), this portfolio is dynamic and vibrant.


This satellite portfolio of quality stocks is aimed at generating high return with high degree of risk over a long period of time. Consists largely of mid and small cap stocks with regular rebalancing of the portfolio based on the performance, targets and micro/macro economic environment. it also incorporate turnaround stories, play momentum, corporate restructuring and investments in cyclical sectors. Recommended investment in this portfolio is in excess of INR 100,000.


At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES.


Suitable only for investors who are ready to dig deeper and willing to take extra risks for extraordinary returns. Investors should bear in mind their risk profile, asset allocation and high degree of risk associated with such strategies. Investment should be done for a long period of time stretching to multiple years to derive maximum mileage from this portfolio.


Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.

Download key points of this smallcase

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Jun 6, 2021

would be
Moon
₹ 109.27
Equity Smallcap
₹ 99.49
JulAugSepOctNovDec2022FebMarAprMayJunJulAug9095100105110115120

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.