About the 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

Download key points of this smallcase

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Sep 19, 2016

would be
The Naked Trader
₹ 282.49
Equity Smallcap
₹ 156.50
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.