About the smallcase
This strategy invests in high-quality small-cap stocks. This strategy is specifically built to take advantage of the tremendous growth potential of the smaller stocks.
- This multi-stock portfolio of 20-25 stocks is selected from the smallcap universe.
- The underlying equity themes include selecting high-quality small-caps with high momentum and low volatility.
- 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
Sep 12, 2020
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.