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Smallcases - Paid or Free?

Finding the best smallcase for you is an important step into the world of investing. We get it, it's not that easy. There’s a sea of portfolios swimming out there. Let’s see if we can simplify it!

Start with Diversification

The mantra of diversification applies to everyone, experienced or inexperienced investors alike. Smart investors use diversification to spread their portfolios across stocks with a variety of market capitalization, themes, and industries and protect their holdings from market ups and downs.

However, because there are so many companies on the market, investors find it difficult to rebalance their portfolios on a regular basis in accordance with their risk appetite. In recent years, a number of financial products have been introduced to the market to meet the needs of modern investors. But smallcases have been the most well-liked and prosperous.

Back to Basics

What are Smallcases?

Smallcases are a portfolio of stocks, selected by experts, that are bundled together. They are like mutual funds and can be bought and sold as a single unit. You can examine Various Smallcases and invest in the basket of funds that best meets their needs using a Demat and trading account from one of the several brokerage houses.

Who manages these Smallcases?

The components in each basket are selected and organised into Smallcases by SEBI Registered Professionals using stringent proprietary criteria. Just like at Rupeeting.

Free Smallcases

  • This Smallcase invests in the top 100 market cap companies using Nippon India ETF Nifty Bees for the top 50 companies and Nippon India ETF Junior Bees for 51-100 market cap companies.

  • Minimum investment = Less than Rs. 3,000 (as of September 2022)

  • 4Y CAGR = 13.74%

  • This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%. Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties.

  • Since the price of gold is negatively correlated with the price of a stock, the former is a very effective portfolio diversifier.

  • Minimum investment = Less than Rs. 300 (as of September 2022)

  • 4Y CAGR = 14.3%

Paid Smallcases

  • A portfolio of winners: Invest in companies that dominate their respective sectors or industries. Reap the benefits of their current and future positions while also reducing risks through diversification. This is one of the smallcases offered by Rupeeting.

  • Minimum investment = Less than Rs. 30,000

  • 11-month return = 5.34% (as of September 2022)

  • Cost = Fixed Rs. 750 per month

  • These portfolios are optimally diversified with a blend of ETFs from equities, debt and gold, creating a portfolio that stands the test of time and weathers the market's storms

  • Mimimum investment = Less than Rs. 2,000

  • 1Y CAGR = 5.09% (as of September 2022)

  • Cost = Fixed Rs. 150 per month

The best part is that it as you increase your investment, the fees become an even smaller part of your total!

Check out our selection of Rupeeting Equity portfolios, curated by experts who have over 50 years of combined investment expertise and have overseen the management of over Rs. 50,000 crore.

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