Plain table of popular Smallcase portfolios in India (May 2025)
- aakash rathod
- May 10
- 1 min read
Smallcase Name | Theme/Strategy | 1-Year Return (%) | 3-Year Return (%) | Minimum Investment (₹) | Risk Level |
All Weather Investing | Diversified (Equity, Gold, Debt) | 12.5% | 10.8% | ₹5,000 | Low |
Equity & Gold | Equity + Gold | 14.2% | 12.4% | ₹5,000 | Moderate |
Smart Beta (Momentum) | Momentum Factor | 22.8% | 19.3% | ₹10,000 | High |
Dividend Aristocrats | High Dividend Yield | 15.6% | 13.5% | ₹10,000 | Moderate |
Value & Momentum | Value + Momentum | 20.1% | 18.2% | ₹10,000 | High |
Top 100 Stocks | Large Cap Focus | 18.4% | 16.9% | ₹10,000 | Moderate |
Green Energy | Renewable Energy Focus | 27.5% | 21.4% | ₹5,000 | High |
Pharma Tracker | Pharma & Healthcare | 19.8% | 16.1% | ₹5,000 | Moderate |
Banking Tracker | Banking & Financials | 21.0% | 17.9% | ₹5,000 | Moderate |
IT Tracker | IT Sector | 18.0% | 15.5% | ₹5,000 | Moderate |
Comments