smallcase is a portfolio of up to 20 stocks affected by a theme. A theme could be a new government initiative like Digital India or Smart Cities Project; long term trends like rising middle class consumption or increasing demand for leisure products; or simply an investment strategy based on fundamental criteria like earnings growth or dividends. Stocks included in a smallcase are expected to perform well as the theme plays out

For example, Growth at a Fair Price is a model-based smallcase consisting of reasonably priced high growth companies with increasing earnings and return on capital

Each smallcase has the following attributes to understand it better

Index Value: Every smallcase index starts from 100 and represents the return generated by the smallcase since its inception. For Growth at a Fair Price, an index value of 908.53 tells that it has generated a return of 808.53% (908.53-100) since its inception - tap on the index to view the inception date of the smallcase

Returns: The 1 year/1 month return shows the historical returns generated by smallcase in the respective time period. The above image shows that Growth at  Fair Price has generated a return of 46.69% in the last one year

Minimum Amount: It suggests the minimum amount required to achieve the prescribed weighting scheme of the smallcase. To maintain prescribed weighting scheme of Growth at a Fair Price smallcase, a minimum of  ₹16,092.55 needs to be invested. This amount changes in real-time based on the current prices of the stocks in the smallcase

Rationale: Each smallcase has a sound rationale & reasoning for why it was created and why you should invest in it. This section gives you an idea on the kind of stocks that are included in a smallcase to aid you in assessing if a smallcase is the right fit for you

smallcases are similar in concept to Mutual Funds & ETFs, but provide you with more control & are cost-efficient as well. Read more here

Finding a smallcase

You can find the smallcase that’s right for you on the Discover tab by featured smallcases, recently added, most popular, collections and newswire. To read more on this, you can refer to our help article on the Discover tab

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