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TYPES OF SMALLCASES

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Small and Midcap portfolio that are likely to show growth momentum

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The Types of Smallcases

Smallcase is a basket of stocks/ETFs created based on an individual’s risk appetite. Different smallcases have different ingrained concepts; given below are different types of smallcases.

Trend-themed: Creating a portfolio requires developing a logical approach towards including different combinations of stocks, ETFs, or any other asset class. A trend-themed portfolio places conviction on different trends in the market. Smallcase based on the trend concept requires rebalancing from time to time with addition and replacement of trend following components.
Examples: TrendlineZ Balanced and Rising Rural Demand

Volatility-themed: Market dynamics keep on shifting, which happens with different stocks traded on stock exchanges. Indian stock exchanges have the same methodologies of operating. Smallcases created using this theme can be further categorized into three types:

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1. Low volatility

Smallcases under this theme are preferred by new and risk-averse investors who do not like many swings in their portfolio in a small period. These are constituted of asset classes that have a proven track record of stability and safety. Their smallcase tries to achieve higher with a relatively lower risk profile.
Examples: Bharosa Club Top 150, ICICI Prudential Leaders

2. Medium volatility

High conviction stocks that follow a stable market cycle but have volatile movements often constitute this type of small case. Slight risk-averse investors who wish to increase their return through incremental risk choose this type of smallcase.
Examples: Rising Rural Demands, Dividend Aristocrats

3. High volatility

The smallcases are preferred by seasoned players, who take high risks to earn higher rewards. These smallcases are created using volatile assets. Volatile smallcases need quarterly review and rebalancing. These are created using stocks regarded as undervalued as per expert methods.
Examples: High-Quality Right Price, Growth at a Fair Price

Beta-themed:

Smallcases created using quantitative investment strategies based on mathematical and statistical concepts. These smallcases use a quantitative approach to extract a favorable rate of return on your investments.
Examples: Quality – Smart Beta, Low Risk – Smart Beta

Industry-themed:

Smallcases created to cater to a specific industry that investors want to remain invested in. These smallcases constitute assets using a particular industry type if you create an investment portfolio based on that sector only.
Examples: Banking Tracker

Different smallcases are essentially stock portfolios that can be bought and sold at any time during market hours. As a result, no smallcase has a lock-in period. You have complete freedom to leave a smallcase at any time. Different smallcases formulate excellent long-term investments.

Steps to invest with Teji Mandi

Step 1

Choose

Choose a suitable portfolio that matches your investment objective

Step 2

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

Step 3

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

01 Choose
Choose a suitable portfolio that matches your investment objective
02 Subscribe
Subscribe to the portfolio & get access to the constituent stocks & weights.
03 Invest
Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

FAQs

  • What is Teji Mandi smallcase?
    Teji Mandi smallcase is a basket of stocks in a specified weighting scheme curated as per investors' risk profile. The portfolio reflects the Growth & Momentum objective backed by the research of Teji Mandi.
  • What are the products offered?
    Teji Mandi offers two smallcases, Flagship and Multiplier portfolios. The Flagship portfolio consists of 15-20 stocks from the Nifty 500 universe. The Multiplier portfolio is a concentrated yet well-diversified portfolio of midcap and smallcap stocks.
  • What is the investment philosophy of Teji Mandi?
    Teji Mandi follows a simple yet powerful strategy - focused stock picking & disciplined selling. It combines a portfolio of tactical bets with long-term winners to ensure optimum returns.We systematically eliminate losers and double down on the winners to ensure meaningful capital protection for clients.
  • Who can subscribe to Teji Mandi smallcases?
    Teji Mandi smallcase is for everyone who wants to invest in the stock market for the long-term and grow their wealth systematically. Whether you are investing beginner or an experienced investor, Teji Mandi helps you build a portfolio of quality stocks and actively manages it to navigate you through the stock market ups and downs.
  • I don’t have a demat account, How do I start investing?
    That’s not a problem. Teji Mandi helps you open your Demat account through one of its partner brokers that include the top 13 brokers of India. Just select the ‘I don’t have a Demat account’ at the investment stage, and we will get it set up for you.
  • Why does Teji Mandi Smallcase charge subscription fee?
    Teji Mandi is a fee-only advisor, regardless of your investment value, you will be only charged a nominal fixed fee for subscribing to the actively-managed portfolio curated by the team of experts at Teji Mandi based on your risk profile. Teji Mandi also actively rebalances the portfolio by eliminating the losers' stocks and doubling down the winner stocks in the portfolio.
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