Introduction & Operation - smallcase Investments – Axis Direct
AxisDirect-O-Nomics
Jul 13, 2018 | Source: AxisDirect
smallcases: Introduction, Working & Benefits
WHAT IS A SMALLCASE?
smallcase is a curated basket of stocks based on a particular theme or model. Now, rather than investing in individual stocks, discover a smarter way to build your portfolio! Each smallcase is an intelligently hand-picked list of 10 to 15 stocks. What’s more, you are spoilt for choices with over 20+ smallcases that you can invest in.
KEY BENEFITS:
Know where your money is going
You can read the methodology behind every smallcase in few simple words and also view individual stocks and their weights
Invest in ideas with max returns
Smallcases have outperformed the Nifty-50 and average Equity Mutual Funds, the secret lies in not just picking good stocks but also monitoring regularly to replace few of them which are not up to the mark
Your returns belong to your pocket
Smallcases have no additional cost or expense ratios. Only standard brokerage rates apply, and there is no minimum charge!
Enjoy full transparency and flexibility
With no lock-in periods, you can buy, sell or customize your investments anytime
HOW IT WORKS?
Buying a smallcase is easy, just like buying a stock. Just confirm the amount you want to invest in the smallcase, and place the order with a single click!
You can track, customize and manage your portfolio anytime. Every quarter, the smallcase is reviewed and a rebalance update is sent to the customer to keep the smallcase true to the underlying theme.
INDIA
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