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.

Know how this smallcase was created


Download key points about this smallcase

Created by Windmill Capital

Past Performance vs 

Equity Large Cap

Value of ₹ 100 invested once on
inception of this smallcase

Aug 31, 2007

would be
Quality - Smart Beta
₹ 989.67
Equity Large Cap
₹ 424.71


Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns