About the smallcase

Why should you invest in this smallcase?

This portfolio is focused on identifying and investing in quality stocks that exhibit both real and relative momentum. Stocks are selected using a stock selection matrix that sifts through close to 800 liquid stocks to arrive on constituents of this smallcase. We believe in the Darwinian warcry of "Survival of the Fittest". The non performers are promptly snipped away and the winners are held onto & cherished. All decisions are rule driven and evidence based which are collectively called the system minimising biases and prejudices. We have no qualms rapidly moving to cash equivalents should fresh investable ideas become scarce due to market conditions.

Remember that our system is rooted in our specialised technical indicators that enable us to identify the best stocks, the best place to invest and the right time to exit. 

Download key points of this smallcase

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Sep 27, 2021

would be
NSA Wealth Creator
₹ 161.32
Equity Smallcap
₹ 116.63

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns