About the 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.
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Past Performance vs
Equity Large Cap
Current value of ₹ 100 invested once
at launch
would beQuality - Smart Beta
₹ 144.81
Equity Large Cap
₹ 151.81
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.