About the smallcase

Recommended Investment Amount > 5 Lakh

Trends Trilogy aptly combines the three inter-related trends of investing:

- Business Trend

- Financial Trend

- Price Trend

The basic idea is to invest in:

- High growth company

- Emerging Sector or Sector at new high

- Large Opportunity Size

- Charts supported by good earnings

Trends Trilogy small case is a classic blend of the two main school of thoughts in the equity markets- Fundamental and Technical Analysis, giving you the best of both worlds. Fundamental analysis will help us to pick the right company and technical analysis will provide the correct entry and exit timings considering the earnings visibility. Most importantly, this blended approach helps us to avoid bias, build conviction and ride the trend for a long period of time. Hence, it would be a concentrated portfolio comprising of 13-15 stocks.

CDSL is a good example to explain this strategy. PAT of this company was rangebound before COVID. After COVID, in April 2020, we could see emerging data points on the increasing number of demat accounts. We invested in this company after the quarterly results of June 2020. Henceforth, good results and charts analysis helped us to ride the trend making it 4x of our investment amount.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Feb 4, 2022

would be
Trends Trilogy
₹ 227.72
Equity Smallcap
₹ 143.41

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