About the smallcase

  • This is an investment strategy that identifies high-quality businesses that can stand the test of time and create wealth over years to come.


  • This small case picks from the top 500 stocks listed on NSE.
  • It consists of companies that have an economic moat around them because of their high Margins.
  • Fundamental criteria like return on equity, debt to equity, and promoters' pledge percentage are used to build the quality score.
  • Additionally, only the companies experiencing increasing operating cash flows are included in this small case.
  • 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.
  • Chat with us if you know have any queries/doubts- https://wa.me/message/ORB5XR3R7LJ4J1

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Understand smallcase costs and returns

Understand smallcase costs and returns