About the smallcase

  • A Strategic portfolio of up to 10 Small cap stocks from the Nifty Smallcap 50 group with High Momentum and potential to give Multibagger returns.
  • Ideal investment amount can be Rs. 3 lakhs and above.
  • The idea is to pick the stocks that are out performing the Nifty Smallcap 50 Index over a period of time defined by our algorithm.
  • The portfolio may invest a small portion in Gold ETF at times when Equity may be underperforming.
  • At times when new momentum picks are not available the portfolio will sit in cash (in interest bearing instruments like LIQUID BEES).
  • Every Month or as per market conditions, the portfolio is reviewed and stocks which do not hold up the momentum ranks are shelved while new ones enter.
  • Strategy best suited for investors looking to create long term wealth by taking advantage of Multibagger returns from Smallcap Stocks investing.
  • This portfolio is ideal for people looking to invest for a investment period of 3 years and above.

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