Best Long-Term Smallcase: Top Picks Unveiled (2024)

FAQs

Is smallcase good for long term? ›

smallcases are modern investment products that help investors build a low-cost, long-term & diversified portfolio with ease.

Since its launch, it has consistently been among the most popular and best-performing smallcases. We believe Capitalmind Momentum, Capitalmind Low Vol and Capitalmind Focused are the best smallcases you can invest in 2024 for long-term wealth-building. But that doesn't mean they are right for you.

The best smallcase investment for an individual investor will depend on their specific investment objectives, risk tolerance, and financial situation, and it is important for each investor to carefully consider these factors before making any investment decisions about which is the best smallcase investment for you.

Disadvantages of Smallcase Investment:

These fees can drastically lower net returns, particularly for small investors. The subscription fees are set regardless of the investment amount. This indicates that the effective cost is higher for individuals with less capital.

Smallcases are a good investment option for investors who have a fair understanding of the stock markets and want to invest in a portfolio without paying fund management fees. This is because a smallcase offers a researched basket of stocks by an expert without bearing the expense ratio of a mutual fund.

Smallcases are available to all customers with an Online account with Kotak Securities, including NRIs. Kotak Neo customers can also access smallcases through the Neo platform. Customers who have an Offline account with Kotak Securities will be unable to subscribe to smallcases.

This impressive increase represents a rise of 185.86%. The company posted better-than-expected results for the March quarter of FY23 (Q4FY23), with its net profit growing 50% YoY to ₹734 crore as against ₹491 crore in the year-ago period.

Which broker is better than Zerodha? ›

Upstox is better than Zerodha only in terms of account opening fees and annual maintenance fees. A beginner investor can open a free account with no annual maintenance fees. Zerodha, on the other hand, appeals to active investors and traders with its free equity delivery and lower brokerage charges.

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.

Market Volatility

They are often considered to be riskier than other investment options such as mutual funds due to low stability. Hence, investors should be careful before investing in smallcases.

What happens if I don't rebalance my smallcases? Rebalance is recommended to update your smallcase. It helps you stay true to the original intended idea of the smallcase.

Open the smallcase you want to exit from your Investments. Click on Exit smallcase on the right hand side. Ensure Whole is selected under Confirm Exit Type.

Small-cap mutual funds perform well over a long period of time. However, over a short period of time, they tend to be very volatile. So if you plan on withdrawing/redeeming your money from the mutual fund early, you could suffer losses. Sure, you could also make gains, but there is always the risk.

The Jeremys (Siegel and Schwartz) covered the small cap premium in the latest edition of Stocks for the Long Run. They look at returns from 1926-2021. Small cap stocks outperformed large cap stocks 11.99% to 10.35%.