Smallcase funds refer to a type of investment product that allows investors to buy and hold a diversified portfolio of stocks or other assets in a single investment.
Basically they are like ready-made investment portfolios that are designed to make investing simpler and more accessible. Instead of buying individual stocks or trying to figure out which investments to choose, smallcase funds allow you to invest in a pre-selected group of stocks or assets that align with a specific theme or strategy.
Best suited for short-medium term investments.
This smallcase portfolio comprises companies with sustained earnings momentum expected over the next 4-6 quarters. These stocks have the potential for a rerating based on their valuation multiples.
6M Returns: 15.44%
Minimum Investment Amount: ₹
18,876
(as on 30-05-2023)
Best suited for long-term investments.
These stocks have a potential to grow at 15-20% for next 3-5 years and have demonstrated industry leading growth in the past.
6M Returns: 7.59%
Minimum Investment Amount: ₹
50,854
(as on 30-05-2023)
What is rebalancing?
Smallcase rebalance is the process of periodically reviewing and making meaningful changes to portfolio to ensure it continues to adhere to the original idea.
Why do you need to rebalance?
The user has the option to go through the suggested changes and can accept or reject the update. But skipping can lead to your smallcase no longer following the original idea. It can impact returns, and we suggest you understand the financial repercussions before making a move.
Steps to rebalance
Diversification
Instant diversification by investing in a basket of stocks or assets, reducing the risk associated with investing in individual stocks.
Simplicity
Simplify the investment process by providing pre-selected portfolios aligned with specific themes or strategies.
Expertise
Curated by experts who have in-depth knowledge and understanding of the market, increasing the chances of making informed investment choices.
Lower investment threshold
Get started with relatively smaller amounts of money, making it accessible to all and reducing risk.
Transparency
See the underlying stocks or assets in their smallcase fund and know exactly what they are investing in.
Flexibility
Offer the flexibility to buy or sell the entire portfolio as a single unit, allowing investors to adjust their holdings easily.
This smallcase portfolio consists of the companies that are having the continuation of earnings momentum for next 4-6 quarters where the stocks have potential to rerate on valuation multiple.
This would be a sector and Market cap agnostic portfolio.
Smallcase | 1 Month | 3 Month | 6 Month | 12 Month |
---|---|---|---|---|
PINC Classic Compounder | - | - | ₹ 3186 | ₹5900 |
PINC Momentum | - | - | ₹ 2714 | ₹ 4956 |