About the smallcase

This portfolio is useful for investors who have a periodic pool of money to invest in direct stocks for meeting long term investment goals. This portfolio follow Warren Buffett’s principle where he says that an individual should invest only in the companies whose business they understand. It is a consumption theme portfolio which are selected based on our proprietary Fundamental Analysis methodology (FIVE-G Framework).

This portfolio comprises of investing into direct equities and is meant for investors with moderately high-risk appetite.

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Understand smallcase costs and returns

Understand smallcase costs and returns