About the smallcase

15 Large Cap shariah-compliant stocks for investors who want to build long-term wealth in shariah-compliant businesses. This smallcase meets the basic stipulations as commonly agreed upon and approved by contemporary Shariah scholars across the globe and is approved by ShariahCap Advisors LLP.


  • The investment objective is to beat inflation handsomely over the long term and compound wealth in a socially responsible manner.


  • The businesses selected are consistent in growth over long periods and have faced multiple business cycles, quality management, and proven moat.


  • Screening of financial ratios, superior ROCE, and strong cash flow generators.


  • Large Cap categorization is as per SEBI Circular dated Oct 6, 2017


  • All investments will be withdrawn from the smallcase, which was shariah-compliant at the time of making investments but subsequently became Shariah non-compliant whether on business or financial parameters or both. Such investments will be withdrawn within 60 days of the company being declared Shariah non-compliant. The change will be made at the time of re-balancing and reason for exit of the company will be indicated with reason (i) Shariah Reason (SR) or (ii) Other Reason (OR).


  • There is no expense ratio, no exit charges, and the fee is charged based on the assets of the client.

 

  • Comparable with NIFTY100

 

  • For full compliance with shariah law investors are required to purge the pro-rata portion of interest income accrued on their holding of shares in a company.



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