About the smallcase

Collection of Few Undervalued Companies which have a Potential to provide good returns in next 3-5 Years. This Smallcase portfolio will be more suitable for high risk taking investors.


Few Important Points about Value Deals Portfolio:

  • All the companies in our portfolio were considerably at low valuations(In our view).
  • 80% of the portfolio consists of Government Owned Enterprises where promoter fraudulent chances will be very low.
  • 50% of the portfolio consists of dividend oriented stocks.
  • Rebalance/Changes in portfolio will occur on last day of every quarter & I prefer to do it only if it's needed.
  • I advice to invest in this Portfolio only if you have an investment horizon of more than 4-5 years.
  • Our Minimum recommended investment size of the portfolio will be more than 3 Lakhs or an SIP investments of more than 20K per month, though it's not mandatory.
  • Maximum Net worth allowed in the portfolio is ₹12,00,000, if the maximum net worth crossed the allowed limit, kindly approach the investment advisor to proceed further. If not, subscription won't be auto renewed & will be unsubscribed.
  • Kindly make sure your risk profile is matching with volatility of this portfolio, if it's not matching it's better not to subscribe to this portfolio.

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Understand smallcase costs and returns

Understand smallcase costs and returns