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Advantage AxisDirect

equity smallcase

Simplifying stock

market investing


AxisDirect Wise Advisor gives you different baskets of stocks which reflects trending market ideas or themes called smallcases.

smallcases are a new way to invest in stocks.
A smallcase is an intelligently weighted basket of upto 20 stocks that reflects a theme,
idea or strategy smallcases are centered around:

A trending market theme like
rising rural demand

A financial model like zero debt

Different risk profiles viz.
aggressive, balanced and conservative

You can choose a smallcase based on a theme that you are positive on, invest in it in 3 clicks and track & manage multiple portfolios seamlessly.
smallcases aren't a means of recommending or advising investors. Choosing a smallcase is up to each individual.

KEY BENEFITS

  • Know where your money is going

    Unlike mutual funds, smallcases are transparent. You can read about its methodology and see the stocks you are investing in

  • Less fees, more returns

    No hidden charges. As an introductory offer, only standard brokerage is charged.

  • Ideas with maximum returns

    More than 50% returns in 2 years, smallcases on AxisDirect have outperformed Nifty as well as equity mutual funds over the same period.

  • Enjoy full transparency & flexibility

    With no lock-in periods or exit fees, you can buy/sell or customize your smallcases anytime

  • Your eggs in different baskets

    You face much lower risk than you would with individual stocks

  • Think big, start small

    With pre-tailored portfolios, taking the first step has never been easier

  • Invest in ideas you understand

    Choose from relatable themes like Zero debt, GST, Affordable housing & more

  • All your stats in one place

    Track your smallcases using simple metrics without having to monitor each stock

METHODOLOGY



Research & Stock Screening

The smallcase research team does in-depth research & numerous internal presentations to decide on various stock screening criteria:
1. The universe includes all publicly traded companies on the National Stock Exchange of India, covering 90% market capitalization
2. Proprietary liquidity filters are applied to remove ill-liquid stocks from the universe
3. Stocks where a significant part of the promoter holdings are pledged, to define the investable universe
4. All stocks in the investable universes, belonging to the selected sectors are checked individually to ensure perfect theme fit

Weighting

Each smallcase has a weighting scheme for individual stocks that is based on:
1. Revenue derived/expected from business activities
2. Market capitalization of the company
3. Future estimates and corporate governance record of the company

Rebalance

All smallcases are rebalanced on a periodic basis to ensure the current list of constituents and their weights remain true to the theme. Depending on the theme, this can be on a monthly, quarterly, or annual basis

Historical back-testing

All model-based smallcases are checked for historical outperformance to ensure that only consistently outperforming models are selected

Select your theme based smallcase - a bouquet of stock
Decide the amount
and confirm
Re-balance your portfolio based on our advice

CANSLIM-esque

Min. Amount

17732.9

1 Year Return

20.06%

Zero Debt

Min. Amount

21230.85

1 Year Return

34.69%

Dividend Stars

Min. Amount

18398.65

1 Year Return

10.52%

Safe Haven

Min. Amount

12538.5

1 Year Return

30.48%






Have questions?



smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 20 stocks that reflects a theme, idea or strategy smallcases are centered around:

1. A trending market theme like rising rural demand
2. A financial model like zero debt
3. Different risk profiles viz. aggressive, balanced and conservative

You can choose a smallcase based on a theme that you are positive on, invest in it in 3 clicks and track & manage multiple portfolios seamlessly.

smallcases aren't a means of recommending or advising investors. Choosing a smallcase is up to each individual.


By investing in smallcase,


1. You are investing in well researched stocks
2.Your portfolio is diversified as you are investing a basket of stocks rather than an individual stock
3.You get guidance from our experts for rebalancing your portfolio (i.e. replacing few stocks by others) during the tenure of investment and our experts will also ask you to exit when the expected returns are achieved
4.You can invest in whole basket at a click of button
5.You can track performance of all smallcases at basket level as well as stock level
6.You are regularly updated with news and movements of the stocks you invested in through smallcase

Smallcases are the simplest way to invest in stocks. Through smallcase, you can invest in relatable themes that are easy to understand. Each smallcase comes with a set of quality stocks (backed by strong research) that reflect a theme or idea, so you can directly invest into them in 3 clicks.

Further, since smallcases are diversified portfolios, there's minimal stock specific risk. Through smallcases, you can take the first step and invest into ideas that you believe in.


Unlike mutual funds, smallcases provide you exposure to trending market themes (GST, Rising rural demand), models (zero debt, dividend stars) or investing styles (suitable to your profile)

Also, smallcases are liquid, inexpensive & are centered around relatable themes, so you know what you're putting your money in.

There are no lock-in periods or hidden costs - thereby giving you full flexibility and transparency over your investments.


Currently 9 model based smallcases, 3 profile based and 8 theme based smallcases are available for investment.


Currently you can invest in smallcases only from AxisDirect Portal at below path:- Wise advisor > Equity smallcase
On other platforms like Mobile Application and DIRECTTrade and other channel like Call & Trade this feature is currently not available.


Based on the prices of each stock in a smallcase, and their prescribed weights, a minimum investment amount is calculated that allows you to buy all stocks at the closest weights.

You can also increase the amount you want to invest in that smallcase by entering a greater number, and confirming to get the closest amount that gives you the right weighting scheme.

The minimum amount for each smallcase is different & changes in real-time - you can see the current minimum investment amount on the individual smallcase page as well 'Discover' page where all the smallcases are listed.

You can also filter smallcases by their Minimum Investment Amount on the Discover page.


No, with smallcases - you're essentially buying stocks which are exposed to market risks. Investing in market instruments involves risks and investments may lose value

Also, the returns shown for smallcases are the historical returns. smallcases don't have any projected returns shown. Past performance does not guarantee future returns

All information present on the platform is to help investors in their decision making process and should not be considered as a recommendation or solicitation of an investment or investment strategy. Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision. Investors should understand that their investment decisions are based on personal investment needs and risk tolerance, and performance information available on the platform is one among many other things that should be considered while making an investment decision


The index value of a smallcase indicates the absolute price returns of that particular smallcase from the date of its inception. The index value is set to 100 on the inception date of the smallcase.

The current index value shows by how much it has gone up since then. For example, the index value 158.11 indicates that the smallcase has given a total return of 58.11% since inception. You can also view the daily increase or decrease in the index value.

For the smallcases in the Discover section (the ones you haven't bought), the index values are updated on an hourly basis

To maintain accuracy, the index values of the smallcases in your investments (the ones you have bought), are updated on a real time basis



As an introductory offer, you do not have to pay any additional charges for investing in smallcases apart from the regular charges (brokerage, GST, STT, stamp duty, SEBI fees and Exchange transaction charges) that you pay on your equity trades and minimum brokerage condition is also waived off for your trades done through smallcase.






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