About the smallcase

This smallcase combines criteria like zero debt, constant earnings growth and return on equity to select quality stocks.

  • Constant growth in earnings indicates good management performance and proves that the company is making money for its shareholders. This smallcase includes companies whose earnings per share have been growing consistently by more than 20% over the last 5 years
  • Return on equity indicates how much profit is generated with each rupee of the shareholders’ equity. Average pretax ROE of companies included in this smallcase is 35%, indicating good capital management
  • Companies with zero debt do not pay any interest, which boosts their profitability. This smallcase consists of debt free companies

Use this smallcase to invest in debt free quality companies that have been growing rapidly. 

Download key points of this smallcase

Past Performance vs 

1m1y3y5ymaxSIP
Current value of ₹ 100 invested once
at launch

Feb 13, 2017

would be
Zero Debt
₹ 139.74
Equity Smallcap
₹ 129.15
201820192020202120226080100120140160

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.