About the smallcase

Invest in a smallcase which has been intelligently selected by our powerful AI platform, InvestorAi. It uses proprietary quant algorithms usually available only to institutional investors. You have the opportunity to Follow the Machine (FtM) – benefitting from its vast computing power and track record without any natural human bias. The underlying algorithm for this FtM portfolio is Value Investing which identifies good companies that are temporarily undervalued and are predicted to bounce back within 3 months. This algorithm has been running for over 3 years with an accuracy of 69%, and has delivered a net 56% return on an annualised basis.

From approx. 50 opportunities, InvestorAi curates a shortlist of stocks which have low volatility and score well on factors such as capital structure, forward P/E, 60 day relative return, 2 year beta and 1 year standard deviation. Stocks are graded based on short term momentum. (For details on features and KPIs please refer our blog)

This InvestorAi FtM portfolio is constructed with a balance of cyclical and defensive stocks with sector diversification. All curated stocks are run through a Monte Carlo simulation (a mathematical technique, which is used to estimate the possible outcomes of an uncertain event), calculating over a thousand possible combinations in order to deliver a 10 stock smallcase with the strongest returns and lowest 3 year volatility. 

Past Performance vs 

1m6m1ymaxSIP
Current value of ₹ 100 invested once
at launch

Apr 20, 2021

would be
FtM - Value India
₹ 114.97
Equity Multi Cap
₹ 114.03
MayJunJulAugSepOctNovDec2022FebMarAprMay100110120130

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.