2017 at smallcase
Year in Review
2017 was an exciting year for all of us
We witnessed the best year for the Indian markets since 2009, in terms of returns & inflows from domestic investors and are thrilled to have played our part, with over 1,00,000 retail investors using our products to invest in the markets
In June, we announced a milestone of over Rs. 100 cr being transacted in smallcases and in July, we turned one! Watch out for the next milestone in the coming months
We’re committed to democratising access to investing, making it simple, intuitive & intelligent and have come a long way this year in that effort
DIY smallcases, stock screening, SIP & other features
In Feb, we launched the ability to customize your smallcases, and followed it up with the Create your smallcase flow in March
The process for DIY smallcases was made more efficient with the launch of a powerful, comprehensive stock screener to discover & filter the right stocks and build your portfolio
It is also now easier to track & manage smallcases with the introduction of SIP, exiting your smallcase partially and the much-requested Android app to track your smallcases on the go
On the smallcases front..
We launched 15 new professionally built smallcases this year including Select smallcases, taking the total smallcases line-up to 68 across a wide range of ideas, strategies & sectors
Our smallcases generated an overall return of 64.08% this year, outperforming the market/Nifty (30.44%) and equity mutual funds (38%)
Each smallcase belongs to a certain type — Model-based smallcases performed the best with an avg return of 69.35%, thematic ones following next at 63.46% and sectoral trackers with a 53.21% average return
The most popular (based on amount invested) smallcase for 2017 was Digital Inclusion (riding on the Jio hype and increasing mobile/internet penetration) followed by 4 model-based smallcases
What 2018 holds
We’re super excited for the new year. We have built an incredible team that just keeps impressing me, and we’ve never had a more ambitious roadmap. We are prepared to make 2018 smallcase’s best year yet with more new ideas, tools and unique experiences to simplify investing (starting with the iOS app :))
As always, a huge thanks to our partners in Zerodha, Thomson Reuters, Timeless and looking forward to welcoming some of the biggest financial brands in the country as our partners in the next year
Wishing all of you a brilliant 2018, and thank you for being a part of our journey
