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Which Smallcase Is Best for the Long Term

Does your investment plan include long-term investments? Discover how the new investment tool Smallcase is ideal for long-term investments.<br>

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Which Smallcase Is Best for the Long Term

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  1. Which Smallcase Is Best for the Long Term? The stock market has gained a lot of investor interest after the COVID-19 pandemic. It is one of the best alternative sources of income. A stock market investment, however, is no child’s play. In most cases, investors lack the knowledge and research required for this. Furthermore, tailoring a portfolio to specific needs requires even more patience. This led to the introduction of an investment tool: a smallcase. Even though investors can opt for a small or long- term Smallcase as per their needs, the smallcase is more suitable as a long- term investment. Let us first understand what we mean by a smallcase. What is a Smallcase? A smallcase is an investment tool containing several portfolios based on different themes or strategies that investors can choose from depending on their needs. Themes can include real estate, health, technology, and more. A vital element of these portfolios is that they are made using algorithms and weights by SEBI Licensed Experts’ Advice. In other words, investors do not need to research individual stocks from multiple stocks and yet get a customised portfolio prepared by experts. In contrast to mutual funds, where investors own the units of a portfolio, here, an investor holds the individual stocks entirely in the respective portfolio. Hence, no restriction on selling also. Furthermore, investors can also easily

  2. make changes to their portfolio during market hours, so they are not restricted to the advice of experts. Which Smallcase Is Suitable for the Long Term? Teji Mandi Flagship Smallcase The Smallcase offers its investors a portfolio combining 15-20 short-term and long-term stocks, all from Nifty500. With the addition of short-term stocks, investors benefit from liquidity through this smallcase. Its 1-year CAGR stands at 75.72%. In case of negative news in a sector or an unfavourable situation, the smallcase will immediately exit those stocks. This smallcase aims to build a stable and liquid portfolio, which are the critical factors for a long-term investment.

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