About the smallcase

The Value Investing Smallcase is a diversified smallcase based on the principles of value-investing. The strategy completed 4 years on Aug 1, 2022 and has been available on https://aurumcapital.in/.

  • This is a diversified smallcase comprising of 15-20 stocks with emphasis on risk mitigation and sector-allocation adherence.

  • The founders have endured multiple bull and bear markets and have a combined experience of about 5 decades in value investing. The focus is to create long-term wealth and work towards the financial freedom of subscribers. We also focus a lot on behavioral aspects of investing and focus on process.

We will be looking at following opportunities for investment in this strategy.

  • Value+Growth at a reasonable price
  • Turnaround Opportunities
  • Mispriced Bets
  • Cyclical/commodity Stocks
  • Special Situations

  • We look at companies with good corporate governance practices, and sustainable balance sheets and which have survived past downcycles.

  • Recommended investment of > 7 lakhs in the portfolio (lumpsum or over a period). This is not advise but purely to convey for the fees to make commercial sense. How much to allocate is purely investor decision and discretion.

  • Aurum Capital provides only company research under Research Analyst services. Please consult your Investment Advisor before making investment decisions.

Live Performance vs 

Current value of ₹ 100 invested once
at launch

Aug 3, 2021

would be
Value Investing Smallcase
₹ 245.99
Equity Smallcap
₹ 151.62

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