Why should you invest in this smallcase?

This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.

  • First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected
  • Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn
  • In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected

Know how this smallcase was created


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Created by Windmill Capital

Past Performance vs 

Value of ₹ 100 invested once on
inception of this smallcase

Mar 3, 2014

would be
The Naked Trader
₹ 1,079.69
Equity Smallcap
₹ 329.43


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