The first week of June, saw the opening of markets on a flat note. Despite mixed global cues Indian share markets saw positive trading activity and ended higher. As buying returned in heavyweight stocks, benchmark indices witnessed extended gains as the session progressed.
The second week of June saw the Indian share markets under the trap of the bear-grip throughout the day with the markets ending on a negative note. This was possibly due to the worries of high inflation along with the expected follow-up of Reserve Bank of India’s unscheduled rate hike in May. The third week of June saw the Indian share markets facing further losses due to investors’ fear of a looming recession as Wall Street hit a bear market milestone. Benchmark indices ended the volatile session on a weaker note while investors were spooked by Wall Street hitting a bear market milestone on fears of a looming recession.
The final week of June started of as a glimmer of hope with Indian markets ending strongly as investors’ sentiments were uplifted due to firm global market cues. June finally ended with the indian share markets ending ona flat note. Benchmark indices fell into red after giving up early gains due to weakness in auto and IT stocks.
smallcases are model portfolios of stocks/ETFs based on a theme, idea or strategy. It is a modern investment instrument for investors to build long-term diversified portfolios. smallcases are created by SEBI registered professionals. smallcases have been successful in bringing a different flavour to investing making access easy across various strategies, market segments, sectors and risk profiles.
Although June saw the Indian markets being bearish, investors persisted by buying smallcases. Here’s a list of smallcases that investors bought the most in May 2022.
- Managed by: Stayvan
- Strategy:
- Large-cap
- STAYVAN introduces (1st time in India), Upfront + SIP strategy for investing directly in stocks.
- These smallcase has 7 independent stocks all under Rs. 100/- market price from different sectors and different market cap.
- This smallcase follows a unique STAYVAN SIP strategy designed to provide comparative better returns over a decent period of time. Not recommended for Short term investors.
TAARE ZAMEEN PAR by Dipen Shah (25yrs experience) smallcase by Stayvan
- Managed by: Wright Research
- Strategy:
- Large-cap
- Invest in the Atmanirbhar Bharat theme - stocks favored by PLI, China+1 and Make In India
- This basket contains 20-25 stocks across market capitalization.
Wright ???? New India smallcase by Wright Research
- Managed by: Niveshaay
- Strategy:
- Small-cap
- A portfolio of stocks, which will get benefit from the renewable energy sector development and energy transition
- Energy transition refers to the global energy sector’s shift from fossil-based systems of energy production and consumption — including oil, natural gas, and coal
— to renewable energy sources like wind and solar, as well as other sources like biofuels.
Green Energy smallcase by Niveshaay
- Managed by: Green Portfolio
- Strategy:
- Mid and Small-cap
- This smallcase invests in stocks that will benefit from the Aatma Nirbhar Bharat theme
- Invests in 15-20 companies that can Multiply Your Wealth in the next 2-4 years with High Quality and Right Price
High Quality Right Price smallcase by Green Portfolio
- Managed by: Teji Mandi
- Strategy:
- Multi-cap
- Concentrated portfolio of 15-20 stocks that blends short term tactical bets with long term winners
- Liquid stocks: Stocks picked from Nifty 500, providing optimum liquidity
- Focused stock picking: Short term tactical bets are combined with long term winners to create a portfolio.. This ensures that the investor gets the advantage of stocks that would compound over a 12-18 month period, and is able to take advantage of special company/sector situations from a 3-6 month perspective.
Teji Mandi Flagship smallcase by Teji Mandi
- Managed by: Capitalmind
- Strategy:
- Large cap
- Up to 25 stocks selected based on sharpe ratios and liquidity with weekly rebalancing
- This portfolio aims to capture the Momentum factor with back tested data of over 4 years
Capitalmind Momentum smallcase by Capitalmind
- Managed by: Jainam
- Strategy:
- Large cap
- Investing in India's Top 100 Companies based on Market Capitalization through ETFs-Nifty 50 and Next Nifty 50 in Nippon.
- Large companies are predominantly well established and have proven history with Qualitative Managements along with Products and Services.
- Sound Financials like Sales trends, Strong Balance sheet and ratios provides them a competitive edge.
- Buying Top 100 Companies through ETFs becomes Cost Efficient and helps to bid for the Winners.
Mr. Market smallcase by Jainam
- Managed by: Alpha Portfolios
- Strategy:
- Large cap
- This smallcase invests into high quality growth business that can deliver superior risk adjusted returns over medium term to long term.
- The objective is to invest in companies to benefit from conducive growth environment in medium term. The portfolio aims to stick with the winners of upcoming business cycles.
Alpha Core & Satellite smallcase by Alpha Portfolios
- Managed by: Lotusdew
- Strategy:
- Small Cap
- Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow
- Fundamental ideas are used like variability of margins, earnings stability, one off items in reported earnings as few of the methods to further shortlist.
- Portfolio construction techniques are used to make the small case representative of the broad economy.
Listed Venture Capital smallcase by Lotusdew Wealth
- Managed by: Weekend Investing
- Strategy:
- Large Cap
- This is a 10 stock Rotational Momentum Monthly rebalanced smallcase within the NNF50 index
- The objective is to create sizeable alpha with liquid stocks from Nifty Next 50 using the momentum logic
Mi_NNF10 Momentum smallcase by Weekend Investing
To read more about smallcase on MoneyControl, click here.
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