Why should you invest in this smallcase?

This smallcase identifies high-quality businesses that can stand the test of time and fend off their competition.


  • This smallcase picks only liquid stocks from the top 150 market cap stocks listed on NSE
  • Fundamental criteria like return on equity, debt to equity & accrual ratios are used to build the quality score
  • The strategy also looks for earnings variability over the last 5 years to identify consistent performers
  • Selected stocks are weighted using a mathematical model that maximizes the return potential while simultaneously reducing volatility


This smallcase is best suited for passive investors who seek to generate market-beating returns for their long-term goals.

Know how this smallcase was created

Factsheet 

Download key points about this smallcase

Created by smallcase Research

Past Performance vs 

Equity Large Cap

6m1y3y5y10ymaxSIP
Current value of ₹ 100 invested once 
on inception

Aug 31, 2007

of this smallcase would be
Quality - Smart Beta
₹ 636.14
Equity Large Cap
₹ 269.05
2008200920102011201220132014201520162017201820192020100200300400500600

Launch

Past performance doesn't guarantee future returns & is inclusive of all rebalances. Download chart