Most Invested smallcases of June 2023

In the month of June, the key benchmarks of Sensex and Nifty 50 reached record high levels, surging by approximately 4% each. This remarkable performance reflects the positive momentum and growth in the Indian stock market. Adding to the optimism, Foreign Portfolio Investors (FPI) infused a substantial amount of Rs. 2.9 lakh crores on a gross basis during the same month. Furthermore, the robustness of the Indian economy is evident as GST collections surpassed Rs. 1.61 lakh crores, showcasing a buoyant outlook.

Investor confidence received an additional boost with the Federal Reserve’s decision to pause on interest rate hikes. This development has instilled optimism and has contributed to the positive sentiment in the market. Notably, the Nifty Smallcap 250 index witnessed significant activity, with 52 smallcap stocks offering double-digit returns in the record-breaking last week of June. These remarkable performances indicate the potential for exciting times ahead in the market.

As we move forward, it will be interesting to keep track of how the market direction unfolds. The combination of various positive factors suggests an encouraging outlook for investors. Monitoring the market trends and staying updated with the evolving dynamics will be key in navigating these interesting times.

Here are the 9 smallcases from June 2023 which garnered the most investments

Green Energy

• A portfolio of stocks, which will get benefit from the renewable energy sector development and energy transition. As the global energy sector’s shift from fossil-based systems of energy production and consumption, including oil, natural gas, and coal, to renewable energy sources like wind and solar, as well as other sources like biofuels.
• Small-cap composition
• Energy transition along with building renewable energy infrastructure remains to be the focus area of the government, as seen in this year’s Union Budget as well.
• Managed by: Niveshaay

Mid and Small Cap Focused Portfolio

• A portfolio of stocks which contains mid and small cap size companies available at reasonable valuations with strong market hold.
• Small-cap composition
• This portfolio, has covered stocks which are available at a reasonable valuation and have huge earning potential upside.
• Managed by: Niveshaay

BM Focused Small Cap

• A small-cap concentrated portfolio of 15 stocks divided across sectors.
• Small-cap composition
• This smallcase consists of companies where there is industry tailwind for the next 3-5 years. This portfolio avoids companies where there are corporate governance issues. This smallcase aims to focus on protecting downside risk. 
• Managed by: Basant Maheshwari Investing

Dividend Aristocrats

• A portfolio of stocks which contains companies that have been consistently increasing dividends.
• Large-cap composition
• This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.
• Managed by: Windmill Capital

House of Tata

• This smallcase comprises of companies part of Tata group, a global enterprise with stellar reputation & legacy of 150+ years
• Large-cap composition
• The group owns global brands like Jaguar Land Rover, Tetley Tea, Titan, Taj Hotels, Starbucks, Air India, Vistara, Westside, etc.
• This smallcase is suitable for investors seeking exposure to a diversified group of a legacy company, Tata Group.
• Managed by: Windmill Capital

Equity & Gold

• This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%
• Large-cap composition
• Large cap companies included in this smallcase are well established and the chances of such companies going bust are low. Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation
• Managed by: Windmill Capital

All Weather Investing

• This smallcase invests in 3 asset classes, equity, debt and gold
• Large-cap composition
• When the markets go up, equity allocation builds wealth & when they crash, gold provides a cushion. Your eggs are always in different baskets, making for smooth sailing even in volatile times
• Managed by: Windmill Capital

Top 100 Stocks

• India’s most powerful companies in one portfolio offering solid stability
• Large-cap composition
• Large cap companies are usually well established and the chances of such companies going bust are low. Adding such stocks to the portfolio increases stability of the portfolio.
• Managed by: Windmill Capital

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
• Small-cap composition
• This smallcase shortlists fairly valued, growing companies whose prices have been witnessing positive momentum. During times of market crisis, stocks of fairly valued growing companies do not drop too much and help steady the portfolio. During bullish phases, momentum kicks in and helps the smallcase beat the broader market
• Managed by: Windmill Capital

Disclaimer:

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.

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