About the smallcase

This strategy 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 or any temporary challenges in the working environment.


The strategy, consisting of max 25 stocks each caters to one or more themes: Event based situations, strong sectoral shifts and disruption due to new emerging themes


The portfolio rebalance is done as and when required.

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Understand smallcase costs and returns

Understand smallcase costs and returns