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Smallcap Compounders

Invest in SmallCap stocks which can generate multifold returns

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Suitable For

Aggressive Investors

PE Ratio

21.18

Sharpe Ratio

1.64

Min. Investment

₹29,305

Recommended Investment

Upto 25 Lacs

3Y CAGR

38.19%


Performance

Current value of ₹ 100 invested at inception would be:

₹ 296.25

₹ 196.73

Note: All performance graphs & numbers are calculated using only the live data and includes rebalances. Past performance doesn't include cost or guarantee future returns.

About this smallcase

Why should you invest in this smallcase?

Smallcap Compounders, as the name suggests, we like picking stocks at an early stage and holding onto them for long! A portfolio that is well diversified between 8-10 sectors primarily in the manufacturing space.


Direct beneficiaries of the massive infrastructure development that our country is going through.

Innovating from India for the world, these companies are able to innovate in new age sectors like Electric Vehicles, Green Energy.


The companies in this portfolio:


  • Companies with hyper growth business prospects, serving out of India to the world.
  • Primary themes like china plus one and atmanirbhar bharat playing out.
  • Small scale of the companies ensures huge growth potential.
  • Market Capitalization of the portfolio companies is between INR 200 - 3000 Crores.
  • The portfolio remains slightly concentrated at 10-15 companies.
  • Systems for ensuring safety of margin to limit downside risk by only investing in undervalued stocks.


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Subscription Plans

Subscribing to this smallcase will give you access to the stocks in the model portfolio of this strategy, as well as access to timely rebalance updates and stock alerts. If you still have questions, feel free to reach out to us.

Why This Pricing?
₹4,720

6 Months

₹ 787 / mo

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₹9,440₹7,080

12 Months

₹ 590 / mo

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₹2,360

3 Months

₹ 787 / mo

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FAQs

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Green Portfolio. You can invest in a smallcase in 2 clicks.

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

By subscribing to a smallcase, you get access to the stocks and weights that are within the portfolio, since we are integrated with 16 of the major brokers in the country, the process of investing in the portfolio, rebalancing in a timely manner, as well as topping up becomes super easy and a one click process. Subscription is a fixed cost regardless of the amount that you choose to invest in the smallcase.

Taxes for smallcases of stocks follow the same guidelines as for individual equities. Short-term capital gains tax of 15% applies to stocks sold within 12 months, excluding losses. Long-term capital gains tax of 10% applies to stocks sold after 12 months with gains exceeding Rs. 1,00,000, effective from April 1, 2018. For more information, please refer to the FAQs provided by the Central Board of Direct Taxes - http://incometaxindia.gov.in/News/FAQ-on-LTCG.pdf.

Dividends are taxed in the hands of recipients at their applicable rates.

Green Portfolio smallcases are currently available on several brokers including Alice blue, Angel One, AxisDirect, Nuvama, Groww, HDFC Securities, IIFL Securities, Kotak Securities, Motilal Oswal, Trustline, Upstox, Zerodha, 5 paisa, ICICI direct, Dhan, Fundzbazar, and Fisdom. To explore and invest in smallcases, you can log in to your existing account with any of these brokers or open a Demat & trading account with them.

You can schedule a one-on-one meeting with our team and clear all your doubts by scheduling a call here.

You can find the refund policy here.
Investment Performance

Principal Amount

Duration

Gold

Bank FD

Equity Smallcap

Smallcap Compounders

Smallcap Compounders

Subscribe at ₹787 per month