About the smallcase

This portfolio suits long-term investors with a higher risk appetite, as mid-cap stocks offer a blend of growth and stability. These stocks provide a balanced combination of growth and stability, with significant upside potential and more establishment than small caps.

  • A diverse set of mid-cap and small-cap stocks ensures both growth and market stability.
  • Designed to take advantage of emerging opportunities, without focusing on overly small, speculative investments.

This portfolio consistently outperforms major indices, leveraging momentum, volatility, and comprehensive risk analysis to carefully select stocks with high growth potential and sustainable business models.

  • Active monthly rebalancing ensures the portfolio adapts to market changes efficiently, optimizing performance while keeping turnover low.
  • Balances growth with stability, enabling the portfolio to perform across various market cycles.

Algorithmic precision drives every decision, ensuring data-driven and emotion-free stock selection. This automated process removes human bias, enhancing the reliability and effectiveness of the strategy.

  • Perfect for investors with a medium to high risk tolerance, looking for substantial returns over the long term.
  • Recommended investment range: ₹5 to ₹15 lakhs, catering to diverse investor profiles.
  • This portfolio offers a strategic approach to mid-cap investing — aiming for capital appreciation while managing risks effectively.

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Understand smallcase costs and returns

Understand smallcase costs and returns