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, Rising Rural Demand is a smallcase representing prospects of increased rural demand due to policies and initiatives proposed by the government in the union budget 2016. Stocks included in the smallcase have high exposure to rural economy and will benefit if the proposed plans and policies boost rural demand

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 Rising Rural Demand, an index value of 254.42 tells that it has generated a return of 154.52% (254.42-100) since its inception - hover on the question mark to see the inception date

Returns: The 1 year/1 month return shows the historical returns generated by smallcase in the respective time period. The above image shows that Rising Rural Demand has generated a return of 39.25% 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 Rising Rural Demand smallcase, a minimum of  ₹9046.65 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 also shows you the methodology used to create the particular smallcase (How is this smallcase built?)

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

Finding your smallcase

  • Filter & Sort - from the line-up of all smallcases to find your favourite one
  • Collections - Groups of smallcases around a common thread
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