About the smallcase
This is a medium-risk equity strategy to participate in high-quality stocks with a check for volatility.
- This multi-stock portfolio of 20-25 stocks selected from the top 300 universes.
- The underlying equity themes consist of selecting high-quality stocks with high quality based on profitability, growth & safety.
- The historical performance of this portfolio has beaten the benchmarks by a wide margin.
- The rebalance of the portfolio is usually done every month to keep turnover low.
Past Performance vs
Jul 29, 2022
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.