About the smallcase

  • Blue chip companies have well established business models and hence their  stock prices tend to be stable. Adding blue chip stocks to the portfolio increases stability of the portfolio. Another positive aspect of investing in blue chips is the possibility of receiving high dividends. 
  • Mid cap companies are still in the middle of their growth curve and are expected to exponentially grow their sales and profits. As their growth potential is high, the possibility of their stock price increasing multi fold also tends to be high. 
  • The key to a well diversified portfolio is to ensure an appropriate combination of large and mid cap stocks. 
  • This smallcase provides exposure to top 250 companies by market capitalization. Weights of the smallcase are adjusted to maximize the return potential while minimizing risk of the portfolio.


Past Performance vs 

Equity Large Cap

1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch

Feb 16, 2021

would be
Top 250 Stocks
₹ 115.25
Equity Large Cap
₹ 107.09
MarAprMayJunJulAugSepOctNovDec2022FebMarAprMay95100105110115120125

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.