About the smallcase

Aligning investments and values: People try and align their lives to their social values and ideals - not eating meat, avoid the use of single-use plastic, implementing friendly work policies. Why should their investments not be aligned to their values?

A portfolio of responsible companies...: Invest in companies that have a low carbon footprint, that are part of larger climate initiatives, that result in a large direct or incidental social cause, and that are governed by strong people-friendly standards.

...While also creating wealth: We make sure the companies are also good investment ideas, fit in our stringent investment methodology, and are good candidates for long-term wealth creation.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

May 13, 2022

would be
Socially Responsible Investing
₹ 130.18
Equity Large & Mid Cap
₹ 146.52

Note: Live performance includes rebalances. It is a tool to communicate factual return information and should not be seen as advertisement or promotion.

Understand smallcase costs and returns

Understand smallcase costs and returns