About the 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.

Read more about Quality - Smart Beta

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Understand smallcase costs and returns

Understand smallcase costs and returns