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.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jul 20, 2018

would be
Quality - Smart Beta
₹ 210.33
Equity Large Cap
₹ 200.23

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