which smallcase is good for short term (2024)

  • 9 June 2022

which smallcase is good for short term (1)


Every investor’s needs are different. Some investors want to invest for the long term, while others need a short-term avenue to park their funds. Such investors look for avenues that offer attractive returns even within a short period.

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Gone are the days when investing meant spending precious time choosing the stocks to invest in. An investor now has access to modern tools of investing in the market, which does not require painstakingly long analysis or trial and error, risking capital. A lot of this has been possible due to Smallcases.

What is a Smallcase?

ASmallcaseis a basket of carefully picked stocks that is based on an investment idea or a particular sector. To put it simply, these smallcases are a collection of stocks that seasoned professionals have picked to ensure that they give you the best return.

But do Smallcases help meet short-term goals?

Like with stock investments, Smallcases work the best over the long term where the fund manager gets the time in the market to capture as much of the returns as possible. Over time, the Nifty (read: the stock market) tends to trend upward, thereby taking your capital investment up too. This is the basic premise for all investments, including Smallcases.

They work by compounding your returns – that is, earning interest on interest. The returns from your first investment are added to your next investment (installment, should you set up a SIP) to become the principal investment that earns returns, and so on and so forth. Learn how to assess Smallcases using CAGR in our articleCAGR Performances In Smallcases – Explained.

That said, Smallcases offer higher diversification, flexibility in the entry as well as in redemption, as and when the investor chooses. This makes them a good alternative for short-term gains too.

Investing in Smallcase for short-term gains

One of the best ways to clock high returns in the short term is via investing in small-cap or mid-cap stocks. Of course, they come laden with the highest levels of risk, which is what makes them potential winners too – the higher the risk, the higher is your potential reward. So should you have a suitableRisk Appetiteand you aim to generate maximum returns by investing in small-cap stocks, picking and choosing a few of them out of hundreds of peers can seem like a daunting task?

Thankfully, Smallcases solve this problem with their carefully curated bunch of stocks that you can invest in. With a Smallcase curated with a perfect blend of small-cap and mid-cap stocks, you can rest assured of getting the best returns on your investment. All this without the hassle of having to hunt for stocks and analyze their metrics to find the best fit for you. The liquidity that the segment presents gives you the opportunity to exit when you need to, even though most investments perform the best over the longer term.

That said, choosing the best Smallcase with small-cap stocks for the short-term returns is highly subjective and depends on several key factors like your investment horizon, investment goal risk appetite, and capital that you can spare for investing in a Smallcase. Here are a few things to consider that can help you choose the best Smallcase for the short term.

1. Investment goal

Make sure that you set a realistic expectation of your end investment goal. Your investment goal must align with the capital you are investing in and the kind of Smallcase you opt for. Ideally, you can go for a well-performing Smallcase to help you achieve goals like buying a car, a 2-wheeler, saving for a vacation, or for purchasing another asset, among other things. Even as you pick Smallcases for investment suitable to your investment horizon, you must never lose sight of your investment goal.

2. Investment tenure

If you want to invest for the short-term, you are probably looking for smallcases that give high returns in under one year. While most smallcases, like Teji Mandi’s Multiplier, a concentrated portfolio of small-cap and mid-cap stocks, are targeted at wealth creation over the long term, they may be good picks for short-term gains too, as explained earlier.

Teji Mandi’s Multiplier has given a return of a whopping 88% in the last ten months to December 2021. So if you have a similar short-term investment horizon, taking a look atTeji Mandi’s MultiplierSmallcasemight just be a good decision you make. Nonetheless, bear in mind always that stock investments perform the best over the long term.

Another popular Smallcase managed by Teji Mandi is theTeji Mandi Flagship, which has generated nearly 69% over 2021. This smallcase includes 15-20 stocks, all from a vast range of different sectors. Like the Multiplier, Teji Mandi’s Flagship is another smallcase that is aimed at generating profits along with making tactical investments for the long-term. Hence, these Smallcases give you the best of returns for the long-term, while they also may have the potential to deliver short-term gains. This is a unique advantage of smallcases where you can invest in many stocks that have been picked after the choicest consideration of both the long-term and the short-term goals.

3. Risk profile

Small-cap stocks that dominate a Smallcase crafted for the short-term have high volatility. The risk with such stocks is higher when compared to their peers. However, not all risk is bad since high risk and high return go hand-in-hand. You need to make sure that you have a high-risk appetite to brace the temporary dips in the market since equities are highly dynamic. Assess your risk profile to choose the best Smallcase for the short term.

4. Capital infusion

Most smallcases have a minimum investment bracket while there is no bar on the maximum amount you can use to invest in a particular smallcase. However, you need to allocate a fixed amount to high-risk smallcases. Regular investments in well-managed smallcases like the TejiMandi Flagship may help you achieve your financial goals and even meet near-time fund requirements.

Investing In The Stock Market Via Smallcasesis one of the best ways to reduce the stres s and burden of having to do it all by yourself for the short term which is fraught with risks such as market volatility as well as price fluctuations. This burden reduces significantly when you have aSEBI-Registered Investment Advisorthat has a successful track record, stellar experience, and is governed by market veterans overseeing your funds. All of these tied together by the magic of smallcase makes Teji Mandi a safe, reliable, and trustworthy option to choose when you are thinking about generating wealth in the short term.

Teji Mandi is a Sebi-Registered Research Analyst that helps investors make the right financial decisions to power their dreams. The company is a subsidiary of investment behemoth Motilal Oswal Financial Services, with ace investor Raamdeo Agrawal – a Director on the Board.

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Concentrated portfolio of fundamentally strong small & midcap stocks that are likely to show potential growth.


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Teji Mandi FlagshipA basket of 15-20 long-term and tactical stocks that we regularly rebalance to adjust to the market conditions.Subscription Fee


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A Multi-Cap portfolio of 15-20 stocks that consists of tactical bets and long-term winners that generate index-beating returns.


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which smallcase is good for short term (2024)


Which smallcase is best for short term? ›

Teji Mandi's Multiplier has given a return of a whopping 88% in the last ten months to December 2021. So if you have a similar short-term investment horizon, taking a look at Teji Mandi's Multiplier Smallcase might just be a good decision you make.

Is smallcase good for short term investment? ›

Smallcase investments are ideal for investors who want to invest in a particular sector for a short term gain or have the motive to earn a high dividend or have a high growth rate. Hence, these are suitable for active investors. On the other hand, mutual funds offer a good diversification for small capital investment.

How do you select the right smallcase? ›

How to select the right smallcase portfolio.
  1. Define your investment goals: Clearly define your investment goals and time horizon. ...
  2. Assess your risk tolerance: Consider how much risk you are comfortable taking on. ...
  3. Look for diversification: Diversifying your portfolio is important to manage risk.
Feb 7, 2023

Which broker is best in smallcase? ›

If you don't, you will need to open a Demat & trading account with one of them to invest in smallcases.
  • Kotak Securities.
  • Motilal Oswal.
  • Trustline.
  • Upstox.
  • Zerodha.
  • 5 paisa.
  • ICICI direct.
  • Dhan.

Which fund is best for short term? ›

Debt mutual funds are the best option for short term investment. Debt mutual funds give stable returns, and the risk involved in investing in them is low to medium. They are considered as safe as they invest in securities of highly rated companies and government securities.

Which stock gives highest return in short term? ›

S.No.NameCMP Rs.
1.Brightcom Group9.85
3.Filatex India36.45
4.Geojit Fin. Ser.44.25
23 more rows

What is the drawback of smallcase? ›

Smallcase users should, however, consider the disadvantages. Small ticket sizes make it difficult for RIAs and RAs to offer smallcase subscribers the personalized service that regular clients would get. Unlike a mutual fund where rebalancing inside the fund is tax-free, rebalancing a smallcase can attract taxes.

Should I start SIP in smallcase? ›

smallcase investment plans offer themes and strategies, such as large-cap stocks, value investing, dividend yield, and more. Thus, start a SIP with smallcase for customized portfolios from 500+ stocks that match your investment plan and risk appetite.

Is smallcase better than MF? ›

Mutual funds have lock-in periods, exit loads, less transparency, higher expense ratios, and do not give control to investors. Smallcases, on the other hand, are more flexible, have no lock-in period, more transparency and greater control over the portfolio.

Is equity and gold smallcase good? ›

The smallcase is categorized as Low Volatility. Hence, investors having any degree of risk appetite can consider investing in this smallcase. Equity & Gold smallcase can prove to be a smart route to build your core portfolio.

Is all weather investing smallcase good? ›

For any core portfolio to have a strong foundation, it needs to necessarily check 3 conditions – diversification, economic advantage, and adaptability to market cycles. All Weather Investing smallcase does score highly on all these fronts.

How do you use smallcase effectively? ›

You invest in a smallcase by using funds in your broker account. You can either start a SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account. You can track your invested smallcase's performance, and dividends and evaluate your portfolio under Investments.

Who is the competitor of smallcase? ›

Compare smallcase to Competitors
  • Titan. Titan operates as an investment manager that aims to grow capital at high rates of return over the long term.
  • Zerodha. ...
  • Kotak Securities. ...
  • Groww. ...
  • Scripbox. ...
  • Betterment.

Does smallcase charge on every SIP? ›

While investing in smallcases via SIP, a charge of ₹10 or 1.5% (including GST) of the investment amount (whichever is lower) will be charged by you.

Who is owner of smallcase? ›

Vasanth Kamath - Founder - smallcase | LinkedIn.

What are 3 short term investments? ›

Common examples of short-term investments include CDs, money market accounts, high-yield savings accounts, government bonds, and Treasury bills. Although short-term investments typically offer lower rates of return, they are highly liquid and give investors the flexibility to withdraw money quickly, if needed.

Where to invest $3,000 short term? ›

In any case, the investment options below will help you protect the principal of your investment while securing some return.
  • High-Yield Savings Account. ...
  • High-Yield Certificates of Deposit. ...
  • Short-Term Corporate Bond Funds. ...
  • Money Market Account. ...
  • Series I Savings Bonds. ...
  • Pay Down High-Interest Debt. ...
  • Invest in the Stock Market.
Feb 11, 2023

How to invest in short term 1 year? ›

Here are a few of the best short-term investments to consider that still offer you some return.
  1. High-yield savings accounts. ...
  2. Short-term corporate bond funds. ...
  3. Money market accounts. ...
  4. Cash management accounts. ...
  5. Short-term U.S. government bond funds. ...
  6. No-penalty certificates of deposit. ...
  7. Treasurys. ...
  8. Money market mutual funds.
5 days ago

Where to invest 1 lakh for 6 months? ›

Top Investment Options for Investing Rs 1 Lakh for 6 Months
  • Recurring Deposits. Recurring deposits come with the flexibility to invest an amount every month. ...
  • Money Market Account. ...
  • Debt Instruments. ...
  • Bank Fixed Deposits. ...
  • Post- Office Time Deposits. ...
  • Large Cap Mutual Funds. ...
  • Corporate Deposits.

How can I double my money in 30 days in India? ›

Ways to Double Money
  1. Tax-free Bonds. Initially tax- free bonds were issued only in specific periods. ...
  2. Kisan Vikas Patra (KVP) ...
  3. Corporate Deposits/Non-Convertible Debentures (NCD) ...
  4. National Savings Certificates. ...
  5. Bank Fixed Deposits. ...
  6. Public Provident Fund (PPF) ...
  7. Mutual Funds (MFs) ...
  8. Gold ETFs.

Which sector will boom in 2023 in India? ›

He expects housing and banking to be crucial sectors in 2023 due to their improved economic outlook and pick-up in credit growth. He also expects affordable housing to get a further push in the upcoming Budget.

Is smallcase taxable? ›

The gains you make in smallcases are to be treated the same as that from single stock investments. At the end of the fiscal year, all your returns from stocks / mutual funds / assets will be taxed as per their individual guidelines. P.P.S.: smallcase as a platform does not charge / withhold any tax.

How to make money using smallcase? ›

How does the smallcase referral program work?
  1. Become a smallcase referrer. Get instant access to professionally managed portfolios based on relevant strategies, across different factors and volatility.
  2. Send a smallcase to your client. ...
  3. Your client invests in the smallcase. ...
  4. Track your clients' activity and commissions.

Is smallcase approved by Sebi? ›

smallcases are created by SEBI registered entities like Brokers, Investment Advisors & Research Analysts. The Company provides technology solutions and related back-end infrastructure to SEBI registered intermediaries and other third parties for facilitating transactions in smallcases through a digital platform.

When should I exit a smallcase? ›

As mentioned above, you can sell your smallcase whenever you want. It makes no difference how much or when you invested. If you feel like exiting a smallcase either fully or partially, you can do that anytime.

What happens if I don't pay SIP smallcase? ›

While mutual fund companies don't penalize for non-payment of a few SIP installments, your SIP will automatically be cancelled if you fail to make the payments for three consecutive months. Also your bank will penalize you for dishonoring the auto debit payments.

What happens if SIP is missed in smallcase? ›

2. Mutual funds do not penalise for missing an SIP instalment. 3. However, the bank will charge you a penalty for the insufficient funds and missing the auto-debit payment.

Which smallcase is best for long term? ›

Here are five smallcases curated by professional managers.
  • Trends Trilogy smallcase. ...
  • Mi Evergreen smallcase. ...
  • Brand Value smallcase. ...
  • Omni Bharat Defence smallcase. ...
  • Mi India Top10 smallcase.
Jan 12, 2023

Is value and momentum smallcase good? ›

The Value & Momentum smallcase is a multi-factor smallcase that provides exposure to 2 such factors : Value: Inexpensive stocks (relative to their fundamentals) tend to outperform their more expensive peers over the long term. Momentum: Stocks whose price has run up recently will continue to see the further price rise.

Is smallcase risk free? ›

No hidden charges: smallcase investments are transparent and free of hidden charges, providing complete visibility of costs and fees involved. Transparency & low risk: No risk is involved especially while portfolio investing as it diversifies the portfolio of stocks selected by experts.

Do I get dividends from smallcase? ›

Any dividends declared for the stocks you hold in your smallcase will be credited to your bank account directly on the payout date. You should be able to find the details in your bank account statement summary. From the Investments page, you can track the total dividends accumulated for each smallcase.

What is Tata smallcase? ›

smallcasesHouse of Tata. 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. Investing in Stocks/ETFs (Exchange Traded Funds) are subject to market risks.

Why is equity better than gold? ›

Investing in equities will get you higher returns as opposed to investments in gold. Long-term returns from equities can range between 14 to 16%. Profit from the equity investments comes in the form of capital gains and dividends.

What is the best time to rebalance smallcase? ›

Portfolio updates in such smallcases usually take place once every six months.

What is high volatility in smallcase? ›

Changing stock prices on a daily basis results in fluctuations in the investment value of your portfolio. Rapid changes in the investment value of your smallcase would result from changes in the prices of stocks within that particular smallcase. Such smallcases are said to have high volatility.

Can we withdraw money from smallcase anytime? ›

The funds can only be withdrawn from the trading account if they are available in the Withdrawable balance. The proceeds from shares sold or positions exited are only available for withdrawal after the trades are settled.

Is smallcase owned by Zerodha? ›

Billionaire Nithin Kamath-led India's largest stock broking firm Zerodha today announced that it would form a joint venture with fintech platform smallcase to start a new asset management business (AMC).

Which brokers are linked with smallcase? ›

Feature map
BrokerStock & smallcase transactionsHoldings import
Axis Securities
Numava (formerly Edelweiss)
12 more rows

Is smallcase an Indian company? ›

A smallcase is a basket of stocks/ETFs weighted intelligently to reflect an idea. It was founded in 2015 and is based in Bangalore, India.

Is smallcase company profitable? ›

Amazon-backed wealth management company Smallcase has grown at a rapid clip in the last two fiscal years as its operating scale surged over 13-fold. While the company had a revenue of Rs 2.15 crore in FY20, it flew to over Rs 29 crore in the last fiscal.

How many people use smallcase? ›

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.

What is short term capital gain for smallcase? ›

In the stock market, if you held the stocks for less than 12 months, you'd be taxed under short-term capital gain. Any period longer than a year falls under long-term capital gains.
What are the tax implications of investing in smallcases?
Short-term capital gains taxWhen securities transaction tax is applicable15% + cess + surcharge
3 more rows
Feb 28, 2022

Do I need to invest every month in smallcase? ›

SIP is a long-term investment tool in which you can make regular automated investment decisions. Typically, your SIP investment plan can be done monthly, quarterly, or annually. Thus, you can learn how to invest in SIP via ETFs/ smallcase.

Which share is best to buy for short term under $100? ›

stocks under 100
S.No.NameCMP Rs.
1.IDFC First Bank63.25
2.S A I L82.70
3.Natl. Aluminium79.95
4.H U D C O55.05
23 more rows

Which market is for very short term funds? ›

"Money market is essentially market for short term funds".

Is short term capital gain 15%? ›

If you have sold equity shares after holding them for upto 12 months, it is a Short Term Capital Gain. STCG on shares that are listed on a recognised stock exchange and on which the investor pays STT are taxable at 15% under Section 111A. Your Taxable STCG = Sell Value – Buy Value.

How much short term capital gain is free? ›

The exemption limit is Rs. 2,50,000 for resident individual of the age below 60 years. The exemption limit is Rs. 2,50,000 for non-resident individual irrespective of the age of the individual.

What is short term capital gain 30%? ›

Short-term capital gains are taxed as per the income tax slab rates applicable to the individual. For instance, if the short-term capital gain is Rs 6 lakh and the person falls in the 30% tax bracket, then he/she has to pay 31.20% on Rs 6 lakh, i.e. Rs 1,87,200.

How to invest $5,000 per month in share market? ›

By investing just Rs. 5000 every month in an SIP, you can create high returns to meet your long-term goals. A systematic investment plan allows you to invest a monthly sum in a single type of fund, be it equity, debt, gold, etc. You can choose to diversify by investing in different types to balance out the risk.

Which share is best for daily profit? ›

List of Best Intraday Stocks to Buy now in India
Sr.NoCompany NameNSE Symbol
11 more rows
Mar 9, 2023

How do I find the best short term stock? ›

The overall idea is to show whether a stock is trending upward or downward. Generally, a good candidate will have a moving average that is sloping upward. If you are looking for a good stock to short, you generally want to find one with a moving average that is flattening out or declining.

What are 3 short-term investments? ›

Common examples of short-term investments include CDs, money market accounts, high-yield savings accounts, government bonds, and Treasury bills. Although short-term investments typically offer lower rates of return, they are highly liquid and give investors the flexibility to withdraw money quickly, if needed.

Where to invest $3,000 short-term? ›

In any case, the investment options below will help you protect the principal of your investment while securing some return.
  • High-Yield Savings Account. ...
  • High-Yield Certificates of Deposit. ...
  • Short-Term Corporate Bond Funds. ...
  • Money Market Account. ...
  • Series I Savings Bonds. ...
  • Pay Down High-Interest Debt. ...
  • Invest in the Stock Market.
Feb 11, 2023

What are 2 types of short-term funds? ›

The main forms of short-term funding are trade-secured loans, credit, commercial paper, commercial bank loans, a specific type of promissory note, and commercial paper.

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