Smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective. Smallcases are modern investment products that help you build a low cost, long term and diversified portfolio. Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea or theme. For example, our ESG portfolio is a thematic portfolio that consists of the 15 mid and small-cap companies that are rated highly on ESG parameters and are potential multi-baggers.

How many stocks are there in our portfolio basket?

Our smallcase portfolio basket consists of an average of 20 stocks. However, depending on market factors and valuation comfortability, the number of holdings in Smallcase may vary.

What is our churn rate?

The companies have been selected after proper screening and due diligence by our research team and the fund manager. We believe in the long term investment philosophy and therefore the churn rate is low. Our churn rate is 20%-25% in a year.

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What Are Smallcases?

Smallcase is a smarter, simpler way to invest in the stock market. Instead of picking individual stocks, you invest in a basket of stocks or ETFs curated around a theme, idea, or strategy—like Stocks with Momentum, Invest in Companies relating to Sectors that are moving up, or long-term growth.

It’s like investing with purpose—low-cost, diversified, and hassle-free. Whether you're a beginner or an experienced investor, Smallcase helps you grow your money strategically and confidently, without the stress of tracking individual stocks.

Think of it as “themed investing made easy.”

🧑‍💼 Who it's for

Investors who want long-term returns without daily market tracking
Beginners looking for ready-made, diversified portfolios
Professionals seeking exposure to themes like momentum, EV, dividends, etc.

📦 What you get?

Investors who want long-term returns without daily market tracking
Beginners looking for ready-made, diversified portfolios
Professionals seeking exposure to themes like momentum, EV, dividends, etc.

✅ Why it works

Every portfolio is backed by back-tested data and market logic
Offers a disciplined, emotion-free investing approach
Curated by Team headed by Founder, A Chartered Accountants with 15+ years of market experience
Balanced exposure = reduced volatility and better long-term compounding

Pick Your Smallcase

Need help with choosing the right smallcase? Check out our smallcase calculator to find the right fit!

Wealth Multiplier Model

Invest in Strong Companies at best price

Suitable For

Moderate Investors

CAGR

21.40%

Min. Investment

₹19,499

Longterm Index Model

Invest in Index & Outperform 99% Mutual funds

Suitable For

Conservative Investor

CAGR

13.23%

Min. Investment

₹19,499

FAQs

What is smallcases?
Smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective. Smallcases are modern investment products that help you build a low cost, long term and diversified portfolio. Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea or theme.

For example, our ESG portfolio is a thematic portfolio that consists of the 15 mid and small-cap companies that are rated highly on ESG parameters and are potential multi-baggers.
Are we SEBI registered?
Yes, we are SEBI registered.
How many stocks are there in our portfolio basket?
Our smallcase portfolio basket consists of an average of 20 stocks. However, depending on market factors and valuation comfortability, the number of holdings in Smallcase may vary.
What is our churn rate?
The companies have been selected after proper screening and due diligence by our research team and the fund manager. We believe in the long term investment philosophy and therefore the churn rate is low. Our churn rate is 20%-25% in a year.