About the smallcase

This smallcase aims to systematically outperform the smallcap index by quantitatively selecting smallcap stocks exhibiting strong quality fundamentals with positive momentum trends. Selection process takes place in three layers:

  • Quality fundamentals known to be associated with healthy profits, cash flows and business stability, acts at the primary score used to screen the smallcap universe
  • Momentum trends exhibited by these stocks acts as secondary filter to align the portfolio with market trend
  • If sufficient stocks fail to exhibit the mentioned traits, the portfolio is tilted towards gold until the situation normalizes

The smallcase offers a much better risk-reward ratio compared to Nifty Smallcap Index and Nifty Smallcap ETFs. It is best suited for investors looking to take exposure through quality smallcap stocks for passive long-term investing

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Dec 2, 2020

would be
Quality Smallcap - Smart Beta
₹ 284.83
Equity Smallcap
₹ 241.31
2021AprJulOct2022AprJulOct2023AprJulOct2024100150200250

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