About the smallcase

Currently overweight on Financials, Information Technology as per the sector rotation strategy.


Our portfolio is a equal weighted concentrated Portfolio of 10-15 stocks/ETFs. We would be investing across the market capitalization spectrum, following a bottom up stock picking approach. 


For Quality we will screen stocks with or potential to provide high ROCEs/ROAs and stocks which show consistency in cashflow generation (Operating/Free Cashflow).


For valuation (Entry points) we follow technical parameters like (but not restricted to) Pattern breakouts, Relative Strength Index, Money Flow Index, Daryl Guppy MMA and Fibonacci Retracements.


We also might take asset allocation bets by incorporating promising ETFs in International, Cash, Debt and Gold Segments. This serves both for reducing risk and for increasing returns.

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Understand smallcase costs and returns

Understand smallcase costs and returns