About the smallcase

Open interest is portfolio built on the principles of growth investing. The portfolio consists of up to 14 stocks that are in growth stage of their lifecycle and offer good growth potential from current prices.

Universe: All listed stocks on the BSE & NSE.

Ø The portfolio identifies early stage investment opportunities and stocks that have become unreasonably cheap without confirming weakness in fundamentals.

Ø The portfolio has the highest focus on quality of management. The fund manager talks to and studies managements of all companies before adding a stock to the portfolio.

Ø The portfolio is re-balanced as and when the fund manager feels necessary.

Ø The portfolio frequently maintains a position in fixed income instruments including ETFs and LIQUIDBEES, in the absence of any clear investment opportunities.

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Oct 23, 2020

would be
OPEN INTEREST- Growth Momentum
₹ 168.35
Equity Large Cap
₹ 141.81

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.

Understand smallcase costs and returns

Understand smallcase costs and returns