Home Blogs Transparency is the currency of trust

Transparency is the currency of trust

Reading Time: 2 minutes

At smallcase, we believe transparency is one of the most important characteristics of a financial instrument. Working in this direction, we have recently introduced lots of new features on the platform

1. Valuation and Sharpe Ratios

Now you can see and compare valuation ratios of a smallcase vs. benchmark — just click on the check financial ratios button under stocks & weights of any smallcase. You can access this information for the Dividend Stars smallcase here.

The best part is that all the valuation ratios for both smallcase and benchmark are calculated on a consolidated basis, not on standalone numbers.

2. Market Cap Distribution

This feature enables you to see how much of your capital would be going into Large Cap, Mid Cap or Small Cap section of the market, if you decide to invest in the smallcase. This can be seen under stocks and weights of any smallcase

3. Past performance chart of a smallcase is now on live data only [Updated on 25th April, 2022]

We used to show the backtested data in the Past Performance charts of smallcases, as it would help users analyze the strategy performance across longer time periods. Now, we have completely removed the backtested data from the Past Performance charts as well, to ensure that you don’t get confused between the live and backtested data while looking at the Past Performance chart.

Now, all the charts and numbers shown anywhere on the platform are only based on live data. If you are still keen to see the historical Manager’s backtested data of the smallcase, as calculated by the manager, you can find it on the factsheet of the smallcase.

4. Factsheets

Judging from the feedback received till now from the users, this is one of the most useful features. Now you can download all the essential information about a smallcase in pdf format, by clicking on the Factsheet link on the smallcase page. A smallcase factsheet has all the necessary information about the smallcase like — Returns, Risk, Subscription Type, Important dates, the backtested performance provided by the Manager, SEBI registration details of the Manager etc. All smallcase factsheets get updated on a daily basis. You can check out the factsheet of Dividend Stars smallcase here.

We hope these changes have made smallcases even more transparent than before. Please do share your suggestions on how we can further improve the transparency on the smallcases platform.

Anugrah Shrivastava

Founder & Head - Investment Products at smallcase. Loves Fridays.

Introducing smallcases on IIFL Securities

IRCTC plans to launch IPO

Cancel reply

Dislaimer: This platform is intended for informational purposes only and is not intended to provide investment advice. The stock prices displayed are delayed and may not reflect the most current market conditions. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. You can also consider consulting a financial advisor before making any investment decisions. Smallcase Technologies Private Limited shall not be responsible for any losses that may occur as a result of using this platform.

The views expressed in this article are those of the author and do not necessarily reflect the views of Smallcase Technologies Private Limited (STPL) or any of its associates. The information provided in this article is for educational and informational purposes only. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that his/her investment decision is based on personal investment needs and risk tolerance, and performance information available on here is one amongst many other things that should be considered while making an investment decision. Past performance does not guarantee future returns.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL (in case of IAs) and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The examples and/or scurities quoted (if any) are for illustration only and are not recommendatory.

The content and data available on the website, including but not limited to index value, return numbers and rationale are for information and illustration purposes only. Charts and performance numbers do not include the impact of transaction fee and other related costs. Past performance does not guarantee future returns and performances of the portfolios are subject to market risk. Data used for calculation of live returns and other information is provided by exchange approved third party vendors and has neither been audited nor validated by the Company. Detailed return calculation methodology is available here. Detailed volatility calculation methodology is available here.

The user agrees to assume complete and full responsibility for the outcomes of all of his/her investment decisions that he/she makes, including any direct, indirect, incidental, consequential, special, punitive or any other losses/damages if any that may be incurred by him/her. Smallcase Technologies shall not be responsible or liable for any direct, indirect, incidental, consequential, special, punitive or any other losses/damages arising out of the recipient's investments. For disclosures related to Smallcase Technologies Pvt Ltd, please visit this page .