Value Stocks


About Value Stocks

What are the products offered?
  • Long Term Quality Strategy inspired by Warren Buffett - Large & Mid Cap - Yearly
  • Low PE Strategy - Smallcap - Yearly
  • 10 Years Sales Growth Strategy - Large & Mid - Yearly
  • Valuation Strategy inspired by Kenneth Fisher - MultiCap - Yearly
  • Valuation Strategy inspired by Benjamin Graham (Father of Value Investing) - SmallCap - Yearly
  • Valuation Strategy Inspired by Jim Slater - SmallCap - Yearly
  • Growth Strategy Inspired by Philip Fisher - Large & MidCap - Yearly
  • Momentum strategy inspired by Pim Van Vliet - Large & MidCap - Yearly
  • Momentum strategy inspired by George and Hwang - Large & MidCap - Yearly
  • Momentum strategy inspired by Wesley Gray - Large & MidCap - Yearly
  • Momentum strategy inspired by Narasimhan Jegadeesh - Large & MidCap - Yearly
  • MidCap Long Term Growth Strategy - Yearly
  • Strategy from Rakesh Jhunjhunwala Stock list- Multicap- Yearly
  • Common Guru strategy - Yearly
  • Top 50 Large Cap Growth Strategy - Quarterly
  • MidCap Growth Strategy - Quarterly
  • MidCap Price Momentum Strategy - Quarterly
  • Small Cap Growth Strategy - Quarterly
  • Growth Small Cap Strategy inspired by William O'Neil - Quarterly
  • LargeCap 100 Growth Strategy - Quarterly
  • Multicap Growth Strategy - Quarterly
  • Debt Mutual Fund Strategy - Quarterly
  • Common Quarterly Strategy - Quarterly
  • Best Stock As Per MF Buying - MultiCap - Quarterly
What is their investment philosophy?

Our investment Philosophy for our Strategies

We have 24 AI powered strategies centered on basic but powerful fundamentals like RoE, FCF, Sales, Earnings, always giving you quality stocks to invest in.

Our 24 different strategies are designed in a way to provide Quality stocks which are undervalued, quality stocks with Growing companies, quality stocks which are undervalued.

In a clear and transparent manner, know what to buy, when to buy and when to exit, systematically

Its designed to provide high returns with varied risk parameter and low drawdowns.

The returns from our strategies have been great. This is due to the simple principle of following a time-tested process and repeating it over and over again. These stocks fall lesser when the markets fall and return higher when the indices gain.

The return capacity of our strategies are huge. Almost all our strategies have grown at a CAGR of over 20% and beating the index at least twice over, in the 5 years we have tested it in.

The strategy is made to efficiently beat market benchmarks consistently.

Details of advisory fee.
Who is creating these smallcases?

These smallcases are created by Mr Shailesh Saraf, MD. Dynamic Equities Pvt Ltd & Founder of Value Stocks

What are the products offered?

We have 24 AI Powered investing strategies 

  • time tested for 5 Years
  • based on Predictive Analytics
  • creating Smart beta portfolios
  • High Returns and Low Drawdowns
  • Beat Market Benchmarks 
Why are there are 24 Strategies?

We have 24 Strategies to cater to different types of Investors with varied investing styles. The 24 strategies are categorized into strategies which gives quality stocks which are undervalued, quality stocks with growing companies & quality stocks with high price performance. They are also categorized according to market caps, holding period, derivatives. We also have strategies inspired by successful investing gurus along with our in house strategies.

What’s the difference between Guru Strategies and In-house Strategies?

Our Guru strategies have been made from the books and research papers of great investors like Warren Buffet, Benjamin Graham, etc. By following them the Retail investors can pick stocks as per the mindset and techniques of these market legends, who have collectively invested and managed billions of dollars. Whereas, our In-house strategies are solely ideated by Mr. Shailesh Saraf & his research team. The AI powered strategies are based on 5 years of predictive analytics to provide High Return low risk stocks.

Understanding smallcases

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Valuestocks. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Valuestocks decides who can invest in the smallcases created by them and can create two types of smallcases :

  • Exclusive smallcases : smallcases which require a subscription to Valuestocks’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form.
  • Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.
Where can I buy the smallcase?

You can buy smallcases on any of the partner brokers. Select a smallcase, select your broker and invest in less than 2 clicks.

Our partner brokers are:

Zerodha, AxisDirect, Edelweiss, HDFC Securities, Kotak Securities, IIFL Securities, 5 Paisa, Aliceblue, Angel Broking, Trustline, Upstox, Motilal Oswal, Groww, ICICI Direct, Fundzbazar and Dhan

Investing in smallcases

How do I get started?

If you have a trading & demat account with one of the supported brokers, you can start investing in smallcases. By clicking on ‘Buy smallcase’ or ‘Login’, you can view the supported brokers and login with the respective credentials. The funds from your broker account would be used for investing in smallcases.

Why do I need to give my broker credentials?

Once you login with your broker credentials, you can use your trading account to buy and sell smallcases. The stocks would be credited to your broker linked demat account.

Further, once you’re logged in, you can securely use the funds available in your broker account to invest in smallcases.

What happens after I invest in a smallcase?

The funds from your broker account are utilised to invest in smallcases and the respective stocks are credited to your broker linked demat account.

Once you have invested, the index value of the smallcase is set to 100 on the buy day for easy tracking. You can monitor the performance of the smallcase from the Investments page on the broker’s smallcase platform.

Also, each smallcase is reviewed periodically and rebalanced to ensure your objective is on track.

What is an index value?

The index value of a smallcase indicates the absolute price returns of that particular smallcase from the date of its inception. The index value is set to 100 on the inception date of the smallcase. The current index value shows by how much it has gone up since then.

Tracking & Managing smallcases

Tracking a smallcase

When buying a smallcase, an index value of 100 is assigned to it. Overtime, if the index value is 108.54, you can easily deduce that your smallcase has generated a total return of 8.54%.

The Details view shows you a more detailed investment overview and P&L breakdown. You can also track individual stock details from the Investments page.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.

How can I subscribe to these smallcases?

Exclusive smallcases can be subscribed directly from the smallcase profile by following the steps below : 

  • Fill the subscription form with your name, email and phone number
  • Choose your broker amongst the list of our partner brokers and login with your broker credentials
  • Select the subscription plan and make the payment
  • After successful payment, invest in the subscribed smallcase inside your broker platform by clicking on “Invest Now” 
What is rebalancing & why is it important?

Rebalancing is the process of ensuring the weights of the stocks in the smallcase continue to be true to the underlying smallcase strategy. The rebalance frequency is decided by the creator of the smallcase. You can update your smallcase in 2 clicks to ensure your smallcase is on track with the strategy.

How long should I be invested for?

You can request access for an exclusive smallcase by filling up the request invite form on the smallcase profile.

When we invite you to invest in a smallcase, you can buy the smallcase in 2clicks. Invite for multiple smallcases can also be requested.

When we invite you to invest in a smallcase, you can buy the smallcase in 2 clicks. Invite for multiple smallcases can also be requested.

Setting up an SIP

You can also set up an SIP (Systematic Investment Plan) for your smallcases on a weekly, monthly, quarterly and annual basis. The SIP orders will not be placed automatically and will require you to place orders each time an instalment is due. We are working on making this automated soon.

Investing more in a smallcase

To invest more in a smallcase from your Investments page, click on the smallcase you want to invest more in and click the Invest More button on the right.

Are smallcases’ returns guaranteed?

No, with smallcases - you are essentially buying exchange listed securities which are exposed to market risks. Investing in market instruments involves risks and investments may lose value.

Also, the returns shown for smallcases are the historical returns. smallcases do not have any projected returns shown. Past performance does not guarantee future returns.

Exiting/Selling (Whole & Partial)

From the individual smallcase page, you can find the Exit option at the right under More Actions. You can then choose a whole exit (sell all the constituents of a smallcase and exit completely) or a partial exit (book some profits while maintaining the minimum amount).

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

Some/all of my orders are unfilled

Orders are unfilled under the following circumstances:

  • No demat account linked with your trading account (A demat account is required to buy smallcases)
  • Insufficient funds while placing the orders (even though a funds check is conducted when you place any order - prices might have changed resulting in a/some order/s not getting filled)
  • If a stock is already sold on the broker platform, orders might be unfilled (If you have sold an stock directly via the broker platform, this does not get updated in your smallcases and hence results in unfilled orders)

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

What is Repair?

Repairing the batch helps you place fresh orders for those constituents that were not filled so your smallcase can be complete. For stocks that are already sold on the broker platform, contact the support team to reconcile your holdings.

What is Archive?

Archiving a batch excludes those stocks that you have unfilled orders for and completes your smallcase without placing fresh orders.

In this case, the smallcase will not be the same as the original version you meant to buy/invest more/rebalance/exit & will differ in composition & returns.

How can I cancel my eMandate?

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created.

If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to with the following details:

  • Email used for subscription
  • Subscribed smallcase Name

We will share the mandate(s) details in response to your request including the below:

  • Mandate maximum limit
  • Mandate Validity
  • UMRN no. (Unique Mandate Registration Number)

To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. 

After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.