Introducing smallcase — Invest in ideas
A smallcase helps you invest in market ideas & themes you understand like GST, rural demand, India’s growing middle class, monsoons, etc
Invest in ideas
Thematic investing is the most natural way to invest. Retail investors like you and me invest in stocks thematically, based on ideas we think will play out in the future for eg. investing in retail chains because India is becoming a consumption-heavy economy, or buying pharma/IT stocks due to possible rupee depreciation. Most mutual funds are also thematic instruments.
For smallcases, we identify themes — driven by long term trends, govt policy reforms, sectoral shifts, technology, culture, demographics — that we believe will catch on in the next few years. We have come up with over 40 of these themes (we call them ‘smallcases’) and created portfolios of stocks around them. Each smallcase holds between 10–20 stocks, and is intelligently weighted based on the theme it reflects.
For example, next week, the government is hopeful to pass the GST bill in the monsoon session of parliament. We have a smallcase called The GST Opportunity, that seeks to benefit from the companies & sectors that will gain with the passage of the GST bill. It is an equi-weighted portfolio of 13 stocks from different sectors viz. FMCG, Logistics, Entertainment, Automobiles, etc.
Through smallcases, we seek the biggest opportunities in the Indian markets. We only pick themes that have massive potential and have not yet played out in the markets. Once we identify a theme, our research team picks the right stocks for each smallcase, based on our proprietary models. We also rebalance every portfolio each quarter, so you don’t have to track the markets every day
Some of the most popular smallcases right now (other than GST)
Here’s how this works
Buying a smallcase is exactly like buying a stock. You confirm the amount you want to invest in a smallcase, and place all constituent stock orders with a click!
You can also track & manage your smallcase anytime. Every quarter, when we review our smallcases to ensure they continue reflecting the underlying theme — you get a Rebalance Update to apply the same changes.
What does this cost you?
smallcases are a thematic portfolio investment product, quite like mutual funds & portfolio management services, but significantly low-cost compared to them.
There are no charges for viewing and watchlisting smallcases — you are only charged when you transact. The charges would vary from broker to broker, so it’s best to get in touch with the support team of your broker for the smallcase charges.
Start investing
smallcases are currently live on AxisDirect, Edelweiss, HDFC Securities & Zerodha. You can login with your broker credentials from https://www.smallcase.com/signup and start investing now
All stocks that you buy with smallcase are held in your demat account and can be seen in your holdings (on the trading platform) as well. All buy & sell orders for smallcase stocks should be done through the smallcase platform, as smallcase stocks sold directly on the trading platform will not reflected in your smallcases — impacting your smallcase returns & P&L.
Say hi
We are building new features to give you an effortless & delightful investing experience. All ideas, suggestions, questions are welcome! We are building smallcases for you :) Mail us at help@smallcase.com or comment below
Happy investing,
Team smallcase
