About the smallcase

  • This product is being offered (for a limited period), almost free (Rs. 1 per month) on account of completion of our second anniversary of our smallcase business. Suited for 'Salaried Youth, who wish avoid the Savings only-led stagnation and move to Investment-led growth in a systematic manner and drive their retirement goals in a slow an steady manner. Ideal for Lump sum plus SIP investments on longer time frames.


  • This small case envisages investments in multiple asset classes , largely in, Exchange Traded Funds (ETF) form, with some top ups from REITs, at times.


  • Investment in Gold is typically considered as a hedge against rising inflation / economic crisis / geo-political crisis scenarios


  • Investments in Liquid Bond Funds are cash equivalents that can be used in an opportunistic way and on a need basis. Liquid funds do not carry the interest rate risk either.


  • Investments in N50 ETFs enables you to buy a diversified basket of large cap stocks, without the hassles of individual stock picking.


  • Rebalancing would be taken up on a need basis, by shifting the weights from one asset class to another, in an opportunistic fashion, based on the 'Value' (V) buying opportunities that the Market provides us from time to time.



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Understand smallcase costs and returns

Understand smallcase costs and returns