Why should you invest in this smallcase?
This smallcase identifies high-quality businesses that can stand the test of time and fend off their competition.
- This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
- Fundamental criteria like return on equity, debt to equity & accrual ratios are used to build the quality score
- The strategy also looks for earnings variability over the last 5 years to identify consistent performers
- Selected stocks are weighted using a mathematical model that maximizes the return potential while simultaneously reducing volatility
This smallcase is best suited for passive investors who seek to generate market-beating returns for their long-term goals.
Past Performance vs
Equity Large Cap
Aug 31, 2007
Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns