Why should you invest in this smallcase?

This portfolio aims to generate long-term capital appreciation by investing in mis-priced stocks facing special situations. The mis-pricing of stocks can occur due to companies facing special situations like Corporate action (M&A, Delisting, Demerger, Reverse Merger etc), regulatory/policy changes, management restructuring, Technology led disruption and new theme-based innovation or any temporary challenges in the working environment.


The portfolio, consisting of 15-20 stocks is divided into three major themes: (a) Event based situations which are short term (time frame : 3-12 months) (b) Strong Sectoral shifts and dynamics (time frame: 12-24 months) and (c) Disruption due to new emerging themes (time frame : over 24 months).


The portfolio rebalance is done as and when required. The portfolio may maintain positions in interest bearing instruments like LIQUIDBEES in the absence of any clear investment opportunities pertaining to special situation themes.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by Adroit Financial Services

Past Performance vs 

1m3m6m1ylivemaxSIP
Value of ₹ 100 invested once on
inception of this smallcase

Oct 1, 2019

would be
Special Situation
₹ 376.24
Equity Smallcap
₹ 196.10
Oct2020AprJulOct2021AprJulOct100150200250300350

Launch

Note: Past performance graph includes changes due to rebalance, events like stock splits & mergers. Also, past performance doesn't guarantee future returns