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Equity Portfolio Benefits - smallcase Investment – Axis Direct
AxisDirect-O-Nomics
Jul 13, 2018 | Source: AxisDirect
4 Reasons Why smallcase is Preferable over Equity Mutual Funds
1. Flexible and transparent portfolio
An equity fund and a smallcase are both a portfolio of stocks that have been built by experts and research analysts. But the experts are not the only ones who know everything. You might have specific knowledge about a particular stock, because of which you might want to emit or add it to your portfolio.
An equity fund won’t allow you to do that. A smallcase will. When you invest in an equity fund, you have to compulsorily take exposure to all the stocks in the fund’s portfolio. But, a smallcase’s portfolio can be customised by you. Don’t like a stock? Remove it. Want to invest in one more stock? Add it. Want to increase exposure to a stock? Do it.
2.Quick redemption
When you place a redemption request with an equity mutual fund, the redemption is subject to the fund’s NAV at the end of that day. The redemption usually takes three working days to get processed.
On the other hand, a smallcase can be tracked in real-time during the market hours. The redemption requests are also placed in real-time because the shares you own can be sold while they are trading on the exchange.
3. Aligning investments to ideas
Equity mutual funds allow you to invest in stocks by market capitalisation, investment approaches or sectors.
A smallcase allows you to invest in themes that are based on strong ideas. GST, affordable housing, electric mobility, etc are all ideas and themes that make a strong investment case.
4. Higher returns
Smallcases are built in a manner to optimise returns. A smallcase consists of no more than 20 stocks, which means that every stock has a meaningful impact on the portfolio’s returns.
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