Small and Midcap portfolio that are likely to show growth momentum
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:
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
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
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
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
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.
Choose a suitable portfolio that matches your investment objective
Subscribe to the portfolio & get access to the constituent stocks & weights.
Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.
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SEBI Registered Research Analyst: INH000009445
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