About the smallcase

To identify undervalued stocks by determining fair value range from detailed financial analysis. Apart from fair value analysis there are several other criteria the stock needs to meet, to name a few P/E ratio, Debt/Equity ratio, financial ratios, revenue growth etc. Index ETFs (Equity & Gold) is added for diversification and a possible hedge.

Download key points of this smallcase

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Jan 14, 2022

would be
Value High Five + ETFs
₹ 123.23
Equity Smallcap
₹ 106.00
AprJulOct2023AprJul708090100110120130

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