Stocks for all seasons, selected from the top 50 companies representing Nifty 50
Investment Rationale
This smallcase represents a collection of stocks which have remained investor favorites for a long time and are also expected to do well in foreseeable future
- Companies which have remained a part of the Nifty 50 index consistently over the last 5 years are considered
- Companies which utilize their investments efficiently are able to manage consistent earnings growth. This smallcase only selects companies having ROE>10%
- In addition to the above points, only the companies which have grown their revenues consistently for last 5 years are included
- Also, smallcase only selects dividend paying companies which have not cut their dividends over the last 5 years
About the Manager
smallcase is played out
This smallcase is not being tracked and will not have any further rebalance updates
Reason for played out:
The Quality Top 50 Model was built by selecting stocks from the Nifty 50 that had remained index constituents for at least 5 years and met stringent quality filters, including consistently high ROE, steady revenue growth, and an uninterrupted dividend track record.
Over time, however, periodic changes to the Nifty 50 have steadily reduced the number of companies that satisfy the five-year membership criterion. Applying this alongside the other quality filters has narrowed the investable universe, making it difficult to maintain a well-diversified portfolio and execute meaningful rebalances.
As a result, this smallcase is being phased out.
Min. Amount
₹ 38,873
Minimum Investment Amount
It is the least amount required to invest in all stocks of this smallcase as per the weights
₹ 38,873
