Enhancing Value
Managed by Prudent Equity
Minimum Investment Amount
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 38,423
The goal is to provide long-term capital appreciation by investing in a portfolio of upto 30 stocks.
Min Investment
It is the least amount required to invest in all stocks/ETFs of this smallcase as per the weights.
₹ 38,423
3Y CAGR
45.25%
Performance
Current value of ₹ 100 invested once at launch
| smallcase CAGR | Equity Small Cap CAGR |
|---|---|
Live performance includes rebalances. It is a tool to communicate factual return information and
should not be seen as advertisement or promotion. Learn how performance was calculated
Key Metrics
Fundamental
NA
11.56
NA
1.80
NA
2.50
NA
33.73
NA
4.50
NA
0.58
Technicals
NA
1.77
NA
0.69
NA
130.93
NA
Pro
NA
Pro
NA
Pro
Relative
NA
35.15
NA
1.31
NA
Pro
NA
Pro
NA
Pro
NA
Pro
Portfolio
See detailed constituentsKey details about smallcase portfolio
| Constituents | Rebalance Frequency |
|---|---|
| 24 | monthly |
| Last Rebalance | Next Rebalance |
|---|---|
| Apr 2, 2024 | May 2, 2024 |
About the smallcase
This strategy aims to provide long-term capital appreciation by investing in a portfolio of upto 30 stocks. Though there is no market cap restriction, mostly the stocks would be small caps (Market cap of less than ₹ 12,000 crores) as small caps are generally under-researched and priced inefficiently. The strategy would invest in stocks that meet our quality and valuation criteria while at the same time are witnessing healthy growth.
The strategy has consistently beaten its benchmark (BSE Smallcap Index) over the long-term by a significant margin.
Launch Date
Jun 3, 2021
Subscription Fees
₹ 35,400/1y
Factsheet
Download key points for this smallcase
About the Manager
Prudent Equity
Manages 2 smallcases
Prudent Equity is a SEBI registered Research Analyst license holder. We have expertise in finding undervalued stocks. We bring 25 years of extensive experience in equities.
SEBI Registration No: INH100009488
Disclosures
