About the smallcase

1. Investor Suitability:

This basket is ideal for investors who prioritize consistent dividend income and prefer to invest in quality, stable stocks with a proven ability to generate returns through dividends.


2. Advantages:

- Dividend Earning: Focuses on high dividend yield stocks, ensuring regular income generation for investors.

- Equal Allocation: Ensures balanced exposure across all selected dividend-paying stocks, reducing risk of over-reliance on any single stock's performance.

- Long-Term Time Frame: Designed for investors who seek stable, long-term dividend returns while allowing for gradual capital appreciation.

- Periodic Auto Rebalancing: Ensures that the portfolio is consistently aligned with the dividend investment strategy, adjusting to market conditions and maintaining the balance of dividend yield.


3. Value Proposition:

- The Dividend Earned Basket focuses on fundamental analysis (evaluating key financial ratios to ensure stability) and RSI-based technical analysis (to find stocks with favorable momentum for optimal entry points).

  • - By selecting quality dividend stocks, employing equal allocation, and utilizing periodic auto rebalancing, the basket ensures a steady stream of dividend income while minimizing risk.

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Understand smallcase costs and returns

Understand smallcase costs and returns