About the smallcase

  • This small case is a collection of companies experiencing revenue, earnings, cash flow, and margin growth along with positive momentum.


  • In addition, only the companies experiencing an increasing return on equity and low debt to equity, and good liquidity are selected.


  • This small case also considers the forecasted revenue, earnings, and cash flows during the stock selection process.


  • Generally, growth companies reinvest their earnings and do not pay dividends. Fast-growing businesses and rising earnings allow them to command high valuations.


  • The portfolio will be monitored every week however rebalancing will be done when the need arises to generate relatively higher returns by assuming the least possible risks and the investor will be intimated about rebalancing via email.






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Understand smallcase costs and returns

Understand smallcase costs and returns