opp iconSmall is Beautiful

Capture the growth of undervalued companies

Made for risk-takers who enjoy investing in multi-bagger stocks with high disruptive growth, attractive returns & that outperform the market indices significantly.

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introducing: Small is Beautiful

Small-cap companies are those with a market capitalization of less than $2 billion. They can be a lucrative investment opportunity because of their potential for high growth. They are also more likely to be innovative and disruptive, which can lead to significant gains for investors. Their potential for rapid growth is due to the fact that these companies are often in the early stages of their development.

investment strategy

The Small is Beautiful portfolio is a growth-at-a-reasonable-price (GARP) strategy that invests in small-cap companies with the potential to grow rapidly over the medium to long term. The portfolio focuses on companies with strong balance sheets, consistent earnings, and reasonable valuations. It also favours industries that are consolidating and avoids industries that are fragmenting.

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Companies with potential to grow earnings faster than the market.

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Companies trading at a discount to intrinsic value.

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Strong balance sheets with healthy debt and cash flow.

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Reasonable valuations compared to earnings and assets.

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Favours industries consolidating with fewer players.

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Avoids industries fragmenting with more players.

What you are investing in

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Potent small-cap companies with slight exposure to large & mid-cap for stability.

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Emerging startups in sectors like tech, finance, hospitality and capital goods.

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Companies in wealth creation stage with growth potential & robust business models.

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Mid-cap & large-cap companies to stabilize volatility in changing market conditions.

historical performance in global markets

It is observed that factor strategies have a tendency to show healthy outperformance against Nifty 50 during periods when more stocks are outperforming the benchmark index. Factor-based strategies can be a smart way to get exposure to equity markets without taking on too much risk.

Small is Beautiful-benchmark

Small is Beautiful: pros & cons

benefits
  • These companies have the potential to grow rapidly
  • They often face less competition than larger companies
  • Potential to deliver higher returns than larger companies over the long term
drawbacks
  • More volatile than larger companies
  • Often less liquid than larger stocks
  • Often less information is available about small-cap companies

annualized past returns

The Factor Focused portfolio encompasses a multi-factor strategy combining various attributes like value, growth, and low volatility to seek enhanced returns and diversification.

Aggresssive
risk rating

Very High

Aggresssive

who should invest in this

Ideal for investors with an aggressive risk profile who are looking for long-term capital growth. These investors are willing to take on more risk in exchange for the potential for higher returns. Their financial goals could include: growing their wealth over the long term, achieving financial independence, and creating a legacy for their children or grandchildren.<br><br>An investor looking to diversify their portfolio to give it the opportunity to generate additional alpha should consider investing in small-cap companies.

quadrant

Age

18-45 years

Risk Profile

Aggresssive

Investment Horizon

3+ Years

Returns Expectations

Outperform benchmark indices consistently.

Ideal Financial goals

Long-term wealth creation, generational wealth

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current holdings

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Ultimate Value

5+ Years investment horizon

33%

3 year CAGR

14%

NIFTY 500 TRI - 3Y CAGR

A long-term investment strategy that invests in undervalued companies with solid fundamentals.

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glitter

Factor Focused

3+ Years investment horizon

12.45%

5 year CAGR

14%

NIFTY 500 TRI - 3Y CAGR

Ideal for quant geeks, this portfolio employs attributes like low volatility and high momentum, capturing distinct risk-return profiles in stocks.

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It’s Time to Grow Your Wealth

AUM

Investors

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