Most Bought smallcases of  July 2023

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How was Mr. Market in July'23?

– First week of July: Indian share markets closed 0.8% lower due to profit booking and rate hike fears by the US Federal Reserve. – Second week of July: Markets inched higher on hopes of the US Federal Reserve pausing rate hikes after a faster-than-expected slowdown in US inflation. – Benchmark indices logged gains for a third straight week. – Third week of July: Steep correction seen as IT stocks, particularly Infosys, dragged down the markets due to revenue guidance cut and weakness in client spending. – Hindustan Unilever (HUL) fell over 2% after missing June quarter profit due to higher costs.

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How was Mr. Market in July'23?

– As of July 28th: Indian share markets experienced volatility, falling particularly in financials and IT stocks, due to concerns over US economic data reigniting rate fears. – The BSE Sensex closed marginally lower by 106 points (down 0.1%), while the NSE Nifty closed up by 14 points. – Investors closely monitor global factors and market trends for potential opportunities and risks amid uncertain market conditions.

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Green Energy

A portfolio of stocks, which will get benefit from the energy transition to renewable energy sources like Wind, Solar and Biofuels. Climate change is one of the top priorities for the world and this smallcase aims to leverage this opportunity.

Managed By Arvind Kothari

Volatility High

Min. Investment Amount ₹75,350

Alpha Prime

Concentrated Trend: High risk, high strategy aiming to generate alpha return with a few stocks

Managed By Sonam Srivastava

Volatility High

Min. Investment Amount ₹34,322

BM Focused Smallcap 

This smallcase is a small-cap concentrated portfolio of 15 stocks divided across Consumer, Financials, Capital Goods, Construction Real Estate

Managed By Basant Maheshwari 

Volatility High

Min. Investment Amount ₹59,896

Gulaq Gear 6

This portfolio follows a directional strategy that aims to consistently outperform the benchmark equity index while maintaining low volatility. It is a quantitatively managed fund that implements a systematic rule-based trading model to remove human subjectivity.

Managed By Sandeep Tyagi

Volatility High

Min. Investment Amount ₹24,000

Mi20

Pick 20 Strongest Momentum from MidSmallCap400 index stocks | Weekly rebalanced

Managed By Weekend Investing

Volatility High

Min. Investment Amount ₹75,377

Value & Momentum

This smallcase includes stocks that are undervalued compared to their peers, but have been attracting attention off late as evidenced by their recent stock price movements. The stocks in this smallcase have also earned higher than expected profits during the latest reported period.

Managed By Windmill Capital

Volatility High

Min. Investment Amount ₹58,347

High Quality Right Price

This smallcase invests in primarily 3 themes being AatmaNirbhar Bharat, China Plus One and Production Linked Incentive Scheme. It invests in 15-22 companies that can Multiply Your Wealth in the next 2-4 years.

Managed By Divam Sharma

Volatility High

Min. Investment Amount ₹26,136

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smallcase Technologies builds platforms & investment products to invest better in Indian equities. A smallcase is a basket of stocks/ETFs curated to reflect an idea   The content in this article is purely the author’s personal opinion and is for informational and educational purposes only. It should not be construed as professional financial advice and nor to be construed as an offer to buy /sell or the solicitation of an offer to buy / sell any security or financial products. The views and opinions stated in the content belong to the author. Smallcase Technologies Private Limited does not uphold nor promote any of the views / opinions.   Investing in Stocks/ETFs (Exchange Traded Funds) are subject to market risks. Read all the related documents before investing. Investors should consider all risk factors and consult their financial advisor before investing For detailed disclosures, please visit: https://www.smallcase.com/meta/disclosures

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