Smallcase

smallcase is a modern investment product that helps investors build a low-cost, long-term & diversified portfolio easily. Essentially, a smallcase is a stock basket/ ETF / REIT that represents an idea – an objective, theme, or strategy.

Examples of Smallcases:

• smallcases for specific sectors (e.g., pharma, auto, energy, IT)
• smallcases for themes (e.g., rural India, Atmanirbhar Bharat, Electric Vehicle ecosystem)
• smallcases for specific investment strategies (e.g., momentum, dividend, growth)

Who Creates These Smallcases?

The smallcases are created & managed by SEBI-registered professionals who are experienced professionals with years of exposure to the stock market. The constituents in every smallcase pass stringent proprietary filters so that you don’t have to worry about making individual choices.

What are the Pros of Investing in Smallcases?

• Portfolio-based investing: smallcases help investors invest in a stock portfolio curated to represent a theme, strategy or objective.
• Investing in readymade themes & strategies: Investing in smallcases helps you invest in various themes and strategies, instead of investing in single stocks.
• Research and analysis by top financial experts: smallcases are created & managed by SEBI-registered financial experts.
• Rebalancing and portfolio tracking: Investing via smallcase portfolios means that you will get rebalance updates and efficient tracking of your portfolio and its performance.