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.

Live Performance vs 

Equity Large Cap

Current value of ₹ 100 invested once
at launch

Apr 4, 2016

would be
The Great Indian Middle Class
₹ 320.55
Equity Large Cap
₹ 268.77

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