About the smallcase

A mix of value as well as momentum can be an ideal combination when it comes to stock investments.

  • This smallcase includes stocks that are undervalued compared to their peers, but have been attracting attention off late as evidenced by their recent stock price movements
  • These stocks have also earned higher than expected profits during the latest reported period

Invest in this smallcase to get exposure to undervalued stocks that are witnessing momentum in their price.

You can access the asset allocation version of this smallcase with better risk-adjusted returns here

Download key points of this smallcase

Past Performance vs 

Current value of ₹ 100 invested once
at launch

Apr 4, 2016

would be
Value & Momentum
₹ 416.61
Equity Smallcap
₹ 198.69
201720182019202020212022100200300400

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.