What’s New on smallcase? Fresh Model Portfolios Starting at Just ₹21
In the last two months, smallcase introduced a fresh lineup of model portfolios. Curated by SEBI-registered investment experts, the lineup spans thematic, macro-driven and core allocation strategies designed for different investing styles.
The idea behind building these new portfolios remained universal: to make long-term investing smarter, simpler, and more strategic.
So, without any further ado, let’s take a look at some of the key launches in this edition 👇
New smallcases at a Glance
Mid & Smallcap Tracker
By: Zerodha Fund House
Ideal for those who trust India’s economic engine but can stomach some market swings.
How it works
Zerodha AMC’s goal is clarity and simplicity. This smallcase tracks the mid- and small-cap universe, offering broad exposure through two ETFs from Zerodha Mutual Fund: Zerodha Nifty Midcap 150 ETF and Zerodha Nifty Smallcap 100 ETF.
Disclosure of the smallcase.
Paterson Core Commodities Tracker
By: Paterson
If India’s infra boom is the stage, this smallcase fits right in the show. Holding a maximum of 10 stocks, it tracks companies in steel, cement, chemicals, and other industrial materials. A worthy option if you’re bullish on urbanisation and industrial momentum.
How it works
A two-step filter identifies strong, financially sound businesses first. Then, technical analysis is used to study price trends and momentum to better time entries. This combination ensures each pick balances long-term fundamentals with favourable market behaviour at the time of inclusion.
Disclosure on the smallcase.
CWA Metals Theme
By: Compounding Wealth Advisors
Think steel, aluminium, and other base metals that power the real economy. While global steel demand is projected to grow just 1.2% in 2025, India is expected to outpace it by a robust 8.5%.
How it works
The strategy for making this smallcase is entirely systematic and rule-based. Stock selection and position sizing follow predefined quantitative rules without discretionary overrides. This helps remove bias, maintain consistency, and apply “selective diversification”, i.e., spreading exposure only where data-backed conviction exists.
Disclosure of the smallcase.
Concentration & Conviction HNI Basket
By: KamayaKya
This smallcase is a tight-knit portfolio for HNIs who like to go big on high-conviction bets. It’s intended for investors comfortable with focus and near-term volatility, with a 2+ year horizon so compounding can work.
How it works
Along with analysing company data, the team behind this smallcase gathers on-ground insights from industry players to validate numbers, spot hidden strengths, and assess management. This mix of research and real-world signals builds a high-conviction, focused portfolio.
Disclosure of the smallcase.
Next Microcap Quant
By: Quantace Research
Early bird catches the worm! With a select 10-25 stocks from the BSE Next 250 Microcap Index, this one offers exposure to early-stage companies positioned just beyond the radar of mainstream indices.
How it works
By using advanced quantitative models to choose stocks and ETFs for the basket. These models dig into market data, trends, volatility, risk-adjusted returns, liquidity, and trading volumes to guide selection. The goal is to optimise risk-adjusted returns while maintaining the overall investment strategy’s diversification.
Disclosure of the smallcase.
Special Situations Theme
By: Paterson
Corporate breakups? Demergers? Spin-offs? This portfolio aims to deliver outsized returns from opportunities beyond regular market cycles. It’s like finding value in the chaos, where change is the only constant.
How it works
By constantly monitoring filings, announcements, and market signals to identify event-driven catalysts. Each opportunity is carefully checked to see if it could unlock value. Only the most promising ones are picked, while also keeping risks and timing in check.
Disclosure of the smallcase.
F.L.U.I.D – Q Quant
By: Shashank Udupa
This smallcase flows with market signals. It uses a quantitative momentum and trend-following strategy that adapts to market conditions. Ideal if you prefer logic over gut-feel investing.
How it works
By using the F.L.U.I.D–Q Framework:
F – Flow: Rotates into sectors where capital is actively flowing.
L – Liquid Alpha: Selects only highly liquid stocks to ensure smooth entries and exits.
U – Unstoppable Momentum: Focuses on stocks showing strong price trends and relative strength.
I – Iterative Allocation: Rebalances monthly based on fresh quant signals and market data.
D – Drawdown Control: Applies risk overlays and stop-loss mechanisms to manage downside.
Q – Quant: Every rule is backtested to ensure consistency and performance across cycles.
Disclosure of the smallcase.
GI Healthcare Theme
By: Growth Investing
From hospitals and pharma to diagnostics and insurance, this smallcase rides the health boom in India, making investing a long-term structural play.
How it works
The smallcase equally weights 20 stocks across healthcare delivery and innovation. It avoids pharma pricing volatility and instead focuses on demand-driven segments. Secular drivers like rising insurance coverage, medical tourism, and hospital expansion make this a diversified, long-horizon healthcare exposure.
Check out the smallcase here.
Disclosure of the smallcase.
Defence Picks – AI Model
By: Windmill Capital | Newly Launched
An AI-powered portfolio tapping into India’s fast-growing defence & aerospace ecosystem, from manufacturing to electronics and advanced engineering.
How it works
Windmill’s AI model does the heavy lifting – scanning defence-focused companies using smart signals like growth, financial health, efficiency, and momentum. It spots patterns that investors might miss, helping pick high-potential names driving India’s journey toward defence self-reliance.
Disclosure of the smallcase.
TL;DR: With these additions, investors now have a wider shelf of model portfolios spanning cycles, sectors, and signals to align with their risk preferences and outlook on India’s growth.
🚀 Ready to Explore?
Discover, expert-curated, diversified portfolios on smallcase and take part in India’s growth story – one smart portfolio at a time.
Explore new smallcases here.
Disclaimer: The smallcases mentioned here are for educational and illustrative purposes only. Past performance does not guarantee future results. Please do your own research or consult with a registered advisor before investing.
Investments in the securities market are subject to market risks. Read all related documents carefully before investing.
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