which smallcase is good for short term (2024)

FAQs

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.

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.

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.

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.

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.

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.

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.

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.

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.

Vasanth Kamath - Founder - smallcase | LinkedIn.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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).

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.