About the smallcase

Just like SUN provides stability and balance, the aim of the portfolio is to provide a stable core portfolio of high quality companies. These are companies with usually very high standards of corporate governance, sustainable high growth, low debt in the balance sheet and consistent high performance.


The securities have been derived from a pool of top 100 companies in terms of market capitalization.


At times, portion of the portfolio can sit in cash through instruments like LIQUIDBEES.


The portfolio is largely stable, requires low churn, aims for consistency and suitable for investors looking for lower equity volatility. It consists of around 15 stocks and goes through the screening grind of several financial indicators before its inclusion.


The tenure of the investment in this portfolio should be long ( at least 3-5 years). Investors looking for quick returns on their investments should avoid this portfolio. They should also keep their asset allocation in mind while investing here. Ideal investment size should be in excess of 1 lac INR.


Happy Investing. Hope you enjoy the methodical process and journey of creating wealth.

Download key points of this smallcase

Past Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Jun 6, 2021

would be
SUN
₹ 133.69
Equity Large Cap
₹ 114.02
JulAugSepOctNovDec2022FebMarAprMayJunJulAug100110120130

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.