Merry Christmas and season greetings to you!
Hope this Christmas brings warmth and love to your cold and chilly Sunday evening. We hear you’ve been a good investor this year (even just being here counts), so the smallcase Santa has a special gift for you – read till the end to claim your gift!
As we enter the last week of 2022, the countdown to the new year seems to have already begun! We can’t help but be excited to turn the page on 2022 and start fresh in 2023 (bring out those new year resolutions for the zillionth time).
So, are we feeling rejuvenated and ready to take on the new year?
At smallcase, we’ve been busy, as usual, behind the scenes, cooking up some exciting new products and services that we can’t wait to share with you. More on that as we walk into the last week of 2022.
Financial independence is closer than it appears.
But until then, let’s turn the dial and look at what this year #wrapped up to be! Which were the most loved smallcases this past year? Which ones kept trending amongst our investors? Presenting to you the smallcase Investors Choice Awards – where we identify and spotlight the trendsetters of 2022.
Before we jump in, let’s quickly take a look at the overall financial health of India in 2022 and how the economy performed.
Several events have affected the global economy this year, including inflation, high interest rates, overvalued corporations, and geopolitical tensions like the Russia-Ukraine or China-Taiwan conflict. Despite these challenges, the NIFTY50 and Sensex indices in India reached all-time highs in December, and experts predict that investors who are prepared to adapt and persevere may be able to build a robust financial portfolio in the near future.
While the roller coaster of Indian markets continues to take investors ahead, we’re excited to see what’s in store for this last leg of FY 2022-23. For now, let’s get back to celebrating the year that 2022 was for smallcasers and see which were the smallcases investors showered the most love on! Don’t forget to brag on Twitter about how many of these trendsetters you’re already invested in.
🏆Category 1: Trending amongst the most invested in smallcases of 2022
It looks like investors can’t get enough of this smallcase! Consistently topping charts, the Equity and Gold smallcase by Windmill Capital has been popular with users for a long time. A super low investment amount, as well as the ability to bring the best of both stability and protection, has ensured that this smallcase was our most invested in smallcase of 2022.
🏆Category 2: Trending amongst the first smallcases bought by new investors
The shubh-aarambh for your smallcase journey should be built on a solid foundation, and investors seem to have been doing exactly that this year. The All Weather Investing smallcase by Windmill Capital has been the investors’ choice as their first smallcase investment this past year. Its 3-in-1 dynamic asset allocation of equity, debt, and gold helps battle all market conditions. After all, what use is an investment if it cannot be there for you in the bad times along with your good?
🏆Category 3: Trending amongst smallcases that users picked as their second investment
Once you’ve built a solid foundation for your investments, you need to work towards growing your wealth; and what better than the evergrowing top 100 companies of India to help you do that? The Top 100 Stocks smallcase by Windmill Capital is an ETF-based basket which lets you invest in India’s most powerful companies. No wonder investors have bet on India’s growth to grow their wealth.
🏆Category 4: Trending amongst smallcases that users rebalanced the most
Rebalancing smallcases ensures that they’re up to date and in keeping with their original theme or strategy. The Dividend Aristocrats smallcase by WIndmill Capital was the smallcase that investors rebalanced the most. Because dividends act as a second income over and above the stock returns, staying updated with stocks that give you the best deals is essential. After all, who hates getting a little extra?
🏆Category 5: Trending amongst smallcases that were most subscribed to
The Green Energy smallcase by Niveshaay emerged as one of the most subscribed-to smallcases of 2022! This reflects not just the Managers’ efficiency in curation and other subscription-related perks but also that clean and renewable energy has become an investment megatrend in the past year. The rise in the need for cleaner and more sustainable forms of energy has given this industry a major boost, and clearly, investors seem to be flocking to invest in it.
🏆Category 6: Trending amongst smallcases that users chose to invest more money into the most number of times
The Wright Momentum smallcase by Wright Research has the most users investing more money into it after the first investment. It is an absolute hit with investors for its noteworthy performance! This smallcase has beaten the markets by a huge margin since its launch and has given all reasons for its investors to be fans. No wonder this smallcase is what you all have chosen to invest more money into!
🏆Category 7: Trending amongst smallcases which saw most SIPs started in them!
SIPs are a brilliant way to maintain financial discipline and ensure your wealth keeps growing. And the Value and Momentum smallcase by Windmill Capital seems to be what investors choose to get started and continue on the path of disciplined investing. This smallcase consists of stocks that are currently experiencing momentum and are yet undervalued. Its strategy has helped this smallcase beat benchmarks consistently in the last seven years. Looks like the investor-trust is strong with this one.
🏆Category 8: Trending amongst smallcases popular with investors during this festive season
December is a month for festivities and fun! While many smallcases were popular all year round, the Quality Smallcap – Smart Beta smallcase by Windmill Capital picked up more favour with the investors in the last month of 2022. Comprising smallcap stocks exhibiting strong quality fundamentals with positive momentum trends, this smallcase has seen consistent growth in popularity amongst investors for its strategy.
🏆Category 9: Trending amongst the most watchlisted smallcases of 2022
With Atmanirbhar Bharat becoming a major investment theme in the past year, the High Quality Right Price smallcase by Green Portfolio made itself part of several watchlists. 15.5% of the total users who watchlisted this smallcase ended up investing in it within just a month of tracking the performance. This smallcase comprises companies that are helping build an Atmanirbhar Bharat.
🏆Category 10: Trending amongst popular smallcases launched this year
Synonymous with momentum investing in the market research world, the Weekend Investing team launched the Mi EverGreen smallcase in December of 2021. The smallcase was curated to build a gold-hedged momentum portfolio that could beat the Nifty 200 index, which comprises 200 of India’s top-notch companies. In just one year, this smallcase has become popular with investors on smallcase – over 14K people invested in the Mi EverGreen smallcase in 2022.How many of these trending smallcases of 2022 are you already invested in? My investments include… BRAG ON TWITTER
With the year coming to an end, it’s time to reflect on how you’ve progressed in your path of wealth creation. Assess your financial goals and set those financial new year resolutions to make sure you’re at least closer than you are right now to your financial end goals.
And remember the gift Santa got you for being a good investor this year?
You’ve received a FLAT 30% discount on the most popular smallcases of 2022 so that you continue on your path of being a good investor even during the next year! Use code NY30 to claim your 30% discount on subscription to all the fee-based smallcases in this collection.
Get 30% off* on the trending smallcases from 2022
Don’t forget to claim your gift before it disappears!
Wishing you and yours lots of warmth and a merry Christmas from all of us at smallcase. We’re excited to work with you and help you achieve your newer financial resolutions in the next year and many after!