How Smallcases Can Revolutionise Your Stock Market investments?

Monday, Aug 1, 2022

With the increasing financial awareness amongst people, thanks to new age platforms that have made investments easy, a lot of options  are available to investors. So, investors can sometimes become overwhelmed by this opportunity. Therefore picking up instruments that suit your risk profile and align with your financial goals can become extremely difficult. You might even face “Paradox of Choices”. 

Here is when smallcases come in. A smallcase is a basket of stocks carefully curated by experts, reflecting a particular theme or concept. These are managed by SEBI- registered professionals. Smallcases come in different types- thematic/sectoral, strategy-based, asset-allocation based, and those based on smart beta. Therefore, one can simply invest in ideas they believe in. 

One of the biggest hurdles while investing in equity markets is the selection of stocks which requires time and patience. You don’t want to invest your hard earned  money in some overvalued stock and regret it later. A proper fundamental analysis and research about the company should be done before investing. Smallcase saves you a headache of going through all these steps. One of the benefits of investing in a ready made basket is that these are maintained by the experts only. You are not required to keep track of the instruments you are invested in. A rebalance update and there you’re with a healthy portfolio adjusted to market trends. 

Smallcases are transparent. Even if you want to do it, smallcase returns can be compared with benchmark indexes any day.  It's a simple, efficient and transparent investing experience.There are no hidden charges and no lock-ins. With a minimum investment amount you can invest amount you can get high quality stocks with weightage decided by experts. You can also enjoy the benefits of diversification through portfolios. Diversification helps one stay protected even during poor market conditions.

How are these different from mutual funds you ask? Investing in a mutual fund makes you a unitholder whereas subscribing to a smallcase makes you a shareholder. Fee structure of both these instruments is also different. Sometimes, mutual funds contain exit loads which smallcases do not, a pro benefit of investing into smallcases.

Whether you’re an investor who prefers companies with high corporate governance ethics or you’re someone who is into companies with focus on sustainability, smallcase has everything for you. Green Portfolio offers your various smallcases, performing consistently since inception, which can be chosen based on your risk appetite. Our HQRP smallcase has been one of the most bought small cases till date. Check out all the baskets made by our experts to suit your investment needs.



Share this post on social media:

Subscribe To Our Newsletter!

Stay informed on market trends and gain insights on potential investment opportunities