Small cases are modern investment products that help investors build a low-cost, long-term & diversified portfolio with ease. A small case is a basket or portfolio of stocks/ETFs representing an idea – an objective, theme, or strategy.
For instance, sectoral small cases enable you to track and invest in specific sectors, such as pharma, FMCG, energy, IT, and more
Thematic small cases enable you to track and invest in themes such as the rise of rural India, Atmanirbhar Bharat, green energy, the electric vehicle ecosystem, and more
Moreover, small cases also expose investors to specific investment strategies such as momentum, dividend, growth, and more
Please note that the aforementioned small cases are for informational purposes only and are not recommendatory.
Small case portfolios are built using a rule-based approach, meaning each portfolio’s stock/ETF list is chosen based on specific criteria and underlying strategy. These criteria could include a company’s financial health, growth potential, or position in a particular sector.
The small cases are created and managed by SEBI-registered investment professionals (also known as small case managers) with years of exposure to the stock market. The constituents in every small case pass stringent proprietary filters that reflect the underlying strategy.
The small case managers offer periodic rebalance updates to their small cases to ensure that the underlying stocks/ETFs and their weights of a small case remain true to the small case’s theme or strategy.
