About the smallcase

India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.

  • Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent
  • This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc
  • Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food & beverage, education, entertainment & leisure facilities

This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.

Past Performance vs 

Equity Large Cap

1m1y3y5ymaxSIP
Current value of ₹ 100 invested once
at launch

Apr 4, 2016

would be
The Great Indian Middle Class
₹ 248.41
Equity Large Cap
₹ 201.94
201720182019202020212022100150200250

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.