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How to Create Your Own smallcase & Share it

Understand how you can create & share your own smallcase in 3 simple steps.

Building a Core Satellite Investment Portfolio

An investor can use different types of smallcases to build their core-satellite portfolio

Musings with Analyst – March 2023 | How does Windmill Capital create model smallcases?

In this edition of Musings with Analyst, we will explain the core philosophy of the underlying construction methodology of our model smallcases by taking an example of Dividend Stars smallcase and then also address some of the regular questions we keep getting around our model smallcases.

Growth at a Fair Price

This blogpost takes you through the workings of the Growth At a Fair Price smallcase, dissecting all the different metrics used in the process.

Newest launch from Basant Maheshwari Investing – BM Focused Small Cap smallcase

On 20th June, 2022 we launched the ‘BM Vision 2030 smallcase’. That…

Who manages smallcases?

Any SEBI-Registered Research Analyst (RA), Registered Investment Advisor (RIA), Portfolio Manager (PMS), or Brokerage House is eligible to create and manage smallcases as per the guidelines laid down by SEBI.

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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 & detailed volatility calculation methodology is available on smallcase.

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