आज हम बात करने वाले हैं Top 20 free Smallcase in investing? के बारें में जिनमें आप free में invest कर सकतें हैं।
अगर आप भी किसी ऐसे smallcase की तलास कर रहें हैं जो free भी हो और आपकों अच्छा रिटर्न भी दे तो आपकी तलास आज खत्म होगी, क्योंकी में आपकें लिए लाया हूं उन “Top 20 free Smallcase in investing” की लिस्ट जिसमें आप free में investment कर सकतें हैं और अच्छा खासा रिटर्न पा सकतें हैं।
Top 20 free Smallcase in investing
सबसें पहलें तो अगर आप को नही पता हैं की smallcase क्या होता हैं और किसी smallcase में investment कैसे किया जाता हैं, तो मेने इसकें लिए पहलें से ही बता रखा हैं आप नीचें देख सकतें हैं।
- Smallcase Kya होता हैं? और इससें Stock Market में Invest कैसे किया जाता हैं?
- How to buy a smallcase step by step? smallcash कैसे खरीदें?
All Weather Investing
All Weather Investing is a popular strategy that ensures your investments do well in good as well as bad times. This is a long-term investment strategy that you can use to build wealth over the years to come.
- This smallcase invests in 3 asset classes–equity, debt and gold
- The portfolio is rebalanced periodically to generate relatively higher returns by assuming the least possible risks
This smallcase is ideal for all types of market conditions. It will ensure that neither will your investment ship sink, nor will the investment flight soar to scary heights. What you will get here is a steady ride to help you meet your long-term investment goals.
Windmill Capital
Low
10.82%
quarterly
₹ 3,061 (change होती रहती हैं)
Equity & Gold
This smallcase invests in Equity & Gold, fixing their weights to 70% and 30%.
smallcase invests in large-cap companies using Nippon India ETF Nifty Bees
- Large cap companies are usually well established and the chances of such companies going bust are low
- Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation
smallcase invests in Gold using Nippon India ETF Gold Bees
- Historically gold has maintained its value and is the best form of hedge against inflation and geo-political uncertainties
- Since price of gold is negatively correlated with price of stock, the former is a very effective portfolio diversifier
Windmill Capital
Low
16.04%
quarterly
₹ 290 (change होती रहती हैं)
Dividend Aristocrats
For long-term investors, dividend returns are very important as they are an additional income that is earned over and above the capital gains earned by holding onto the stock.
- This smallcase consists of companies that have increased their dividend payout consecutively for the last 10 years.
Stock returns consist of two parts–price return and dividend return. An investor can earn back a significant portion of the investment in the form of dividends, before selling the stock.
Windmill Capital
Medium
22.35%
quarterly
₹ 42,321 (change होती रहती हैं)
Rising Rural Demand
Consumption in rural India is growing at 1.5 times the rate in urban India.
- As part of Budget 2022-23, the total outlay towards major agriculture and rural development projects stands at ₹1.99 lakh crore
- Under the Minimum Support Price (MSP) route, ₹2.37 lakh crore will be disbursed to approximately 163 lakh farmer accounts
- The budget has introduced the concept of ‘Kisan Drones’ that is going to facilitate digitization of land records and efficient crop management
- The government will set up a fund with blended capital, raised under the co-investment model, having being facilitated through NABARD. This to finance agriculture and rural startups
- Irrigation benefit project, ‘Ken-Betwa’ project to be implemented with an estimated allocation of ₹44,605 crores to cover 9.08 lakh hectare of farmer land
This smallcase has companies that either derive a significant amount of their revenue from rural India or are striving to enhance their foothold across rural markets to benefit from increasing rural demand.
Windmill Capital
Medium
15.08%
quarterly
₹ 48,786 (change होती रहती हैं)
- Share Market kya hai? कैसे काम करता हैं? What Is Share Market How To Work.
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IT Tracker
India remains one of the world’s top sourcing destination with a share of 55%. Indian IT exports touched a peak of US $670 billion in FY22. The contribution of the IT sector to India’s GDP stood at 7.7% in 2020.
- Indian IT & ITeS companies have set up over 1,000 global delivery centers in over 80 cities around the world.
- Revenues of the IT Business Process Management industry are estimated to be at around US $227 billion in FY22 from the previous $196 billion in FY21. The industry is expected to grow to US $350 billion by 2025
This smallcase comprises IT & ITeS and online services companies to allow investors to efficiently track and invest in the information technology sector.
Windmill Capital
Medium
21.56%
quarterly
₹ 69,668 (change होती रहती हैं)
The PE List
Venture Capital funds and Private Equity firms invest in early stage or growth phase companies that show long – term growth potential.
• These firms invest in companies which possess qualities such as innovative/disruptive technologies, competent management teams and well-developed business models. They also conduct extensive due diligence regarding the company’s business model, management team, industry dynamics, growth prospects, etc. before investing.
• These firms usually take board seats and provide advice, support, introductions, etc. related to operations, strategy, and financial management of the company
• This combination of funding and expertise usually results in good growth prospects for the investee company
This smallcase consists of stocks in which PE and or VC firms hold high stakes.
Windmill Capital
Medium
18.51%
quarterly
₹ 48,779 (change होती रहती हैं)
The Great Indian Middle Class
India is an emerging economy with a growing middle class with 45 crore people expected to be added to this category in the next 15 years.
- Rise in middle class population leads to increased discretionary income, which is the portion of individual’s income that is left after spending on necessities like food and rent
- This income gets spent on luxury items like skin care products, branded clothes, entertainment, etc
- Expected increase in discretionary spending over the next decade will directly affect categories like transportation, food & beverage, education, entertainment & leisure facilities
This smallcase includes companies that are expected to benefit from the growth in the Indian middle class.
Windmill Capital
Medium
16.65%
quarterly
₹ 98,966 (change होती रहती हैं)
Growth & Income
This smallcase is based on the investment criterion set out by Kevin Matras, a US based investment expert, in his book “Finding #1 Stocks: Screening, Backtesting and Time-Proven Strategies”.
- For better suitability, all the criteria have been adapted for the Indian markets
- Companies which utilize their investments efficiently will be able to manage consistent earnings growth. This smallcase selects companies having better ROE and earnings growth compared to their respective sector averages
- Sometimes, companies can manipulate earnings through bad accounting practices, but its harder to do that with cash. Thus, this smallcase uses the P/OCF (price to operating cash flow) ratio instead of PE (price to earnings) ratio to select companies available at attractive valuations
- Additionally, this smallcase only selects companies experiencing positive dividend growth
Use this smallcase to invest in efficiently managed companies at comfortable valuations
Windmill Capital
Medium
19.92%
quarterly
₹ 50,381 (change होती रहती हैं)
The Naked Trader
This smallcase is created on the basis of investment criteria set out by Robbie Burns, a UK-based trader, in his book ‘The Naked Trader: How Anyone Can Make Money Trading Shares’. These criteria have been adapted to Indian stock market conditions to build this smallcase.
- First, the financial vigour of stocks is checked and only those stocks whose revenue, earnings and dividend payouts have increased in the most recent financial year are selected
- Next, companies whose debt burdens are low relative to their operating profits are selected. Low-debt companies pay low interest, which automatically boosts profitability. Such companies are relatively better off even when the business environment is facing a downturn
- In addition to this, the model also checks for ratios like PE, so that reasonably-priced stocks are selected
Windmill Capital
Medium
18.66%
quarterly
₹ 36,352 (change होती रहती हैं)
House of Tata
- Tata Group is an internationally recognized Indian conglomerate. It was founded in 1868 by Jamsetji Tata
- The group has business interests in diverse sectors such as information technology, automobiles, steel, chemicals, power production, consumer products etc
- The group operates in more than 100 countries across 6 continents. In 2021-22, the revenue of Tata companies, taken together, was Rs.10,11,744 crore. These companies collectively employ over 935,000 people
- The group owns marquee brands like Jaguar Land Rover, Tetley tea, Titan, Taj Hotels, Vistara, Westside etc., most of which are recognized globally
- 4 companies in the smallcase are part of the Nifty 50 index. As of June 2022, these 4 companies have a combined market cap in excess of ₹15 lakh crore
- This smallcase is suitable for investors seeking exposure to a diversified group of profit making companies with a reputed brand portfolio
Windmill Capital
Low
34.04%
quarterly
₹ 20,485 (change होती रहती हैं)
Digital Inclusion
With 560+ million internet users, India is now the 2nd largest online market behind China.
- Government programs like Digital India aim to increase internet connectivity within the country
- To enable affordable broadband and mobile service proliferation in rural and remote areas, 5% of annual collections under the Universal Service Obligation Fund has been earmarked
- The contracts for laying optical fibre in all villages, including remote areas, will be awarded under the Bharatnet project through the PPP route in 2022-23
- Despite its large size, there’s tremendous scope for growth since internet penetration is only 48%, compared to more than 90% in developed nations
- Growing per capita income and an expanding technologically-savvy user base has increased demand for high-speed internet and pushed up the usage of data
This smallcase consists of companies like data providers, equipment manufacturers and infrastructure enablers working in the data chain and enabling higher internet penetration in India. The smallcase also contains online services companies that will benefit from higher digital penetration.
Windmill Capital
High
14.75%
quarterly
₹ 17,101 (change होती रहती हैं)
Top 100 Stocks
smallcase invests in top 100 marketcap companies using Nippon India ETF Nifty Bees for top 50 companies and Nippon India ETF Junior Bees for 51-100 marketcap companies
- Large cap companies are usually well established and the chances of such companies going bust are low
- Adding such stocks to the portfolio increases stability of the portfolio as their stock prices are not very volatile. They are also best suited for long term wealth creation
Windmill Capital
Medium
15.36%
quarterly
₹ 1,461 (change होती रहती हैं)
ARQ Prime by Angel One
ARQ Prime is a long only equity portfolio.
ARQ Prime recommends stocks for investment based on a set of rules, free from human intervention or human bias. In the world of investing – it is called “Smart Beta”. ARQ Prime adopts the time-tested and proven rules for investing in stocks. ARQ scans all types of stocks to pick Winners: Value stocks, Quality stocks, High Momentum stocks, Growth stocks across marketcap.
Index Beating Performance:
ARQ has performed consistently through the midcap fall, NBFC crisis and even during the current COVID-19 Crisis. ARQ Prime is tested against the most challenging market conditions to deliver the performance driven results.
Optimised Risk-Reward:
ARQ Prime identifies the timing to enter and exit the markets. It’s strong risk management system cuts the losses early and allows profits to run longer be big, thereby maximising profits and reducing draw downs/losses
The smallcase usually follows a weekly rebalance schedule. However, During times of volatility, There might be more rebalances as needed
Angel One
Medium
28.79%
Need Basis
₹ 43,359 (change होती रहती हैं)
Make-in-India
India is a prime candidate to capitalize on becoming a new destination for global manufacturing as the world is moving to China plus One strategy, particularly post Covid. The Indian government has also launched initiatives to encourage manufacturing in India such as the PLI scheme, Make in India, Skill India, ease of doing business, Industry 4.0, etc. This Smallcase comprises companies that will be key beneficiaries of growth in the manufacturing sector in India.
This smallcase invests in the following ETFs:
- Nifty India Manufacturing provides exposure to companies in manufacturing sectors such as automobile, industrial manufacturing, pharma, metals, chemicals, textiles, etc.
- Nifty Auto provides exposure to the automobiles sector including auto ancillaries and tyre companies.
- Nifty Pharma provides exposure to companies in the pharmaceutical sector
Angel One
Low
14.32%
Quarterly
₹ 519 (change होती रहती हैं)
FMCG Tracker
The FMCG sector is the 4th largest sector in the Indian economy and is expected to grow at a compounded growth rate of 23.15% to reach US$ 103.70 billion by FY21 from US$ 68.38 billion in FY18.
- Increased brand consciousness has been driving the growth of the organized FMCG sector. Growth in modern retail will further drive the growth of the organized FMCG sector
- Increasing internet penetration and online grocery stores has provided new sales channels for FMCG companies
- Rural population which accounts for 65% of India’s total population has only 45% revenue share in FMCG sales. Increasing disposable income and consumption in rural areas provides a large untapped market
- Government has allowed 100% FDI in food processing and single-brand retail and 51% in multi-brand retail, this will provide high visibility for FMCG brands in organized retail markets, bolstering consumer spending and encouraging more product launches
This smallcase comprises food & beverages, tobacco, household products, batteries and personal products companies to allow investors to efficiently track and invest in the FMCG sector.
Windmill Capital
Medium
12.71%
quarterly
₹ 40,461 (change होती रहती हैं)
Banking Tracker
The Indian banking system consists of 12 public sector banks, 22 private sector banks, 46 foreign banks, 56 regional rural banks, 1485 urban as well as multi state cooperative banks, besides the cooperative credit institutions.
As of FY2021, the total banking sector assets, in India, stood at US$ 2480 bn. Between FY2016 and FY2021, credit off take grew at a CAGR of 0.29% to US$ 1487.60 bn and the deposit base grew at a 12.38% CAGR to US$ 2060 bn.
- Growing disposable income has been driving the demand for banking services as well as housing and personal loans.
- Government has also been keen on ensuring financial inclusion and has operationalized several measures like Pradhan Mantri Jan Dhan Yojana, launching of financial inclusion index etc.
- To further consolidate the financial capacity of Public Sector Banks (PSBs), a recapitalization of ₹20,000 crores is proposed in Budget 2021-22.
- Strong regulatory oversight and credible monetary policy of the Reserve Bank of India has allowed for stable growth of the banking sector in India.
- Growth in “Other Income” and increasing digital influence are some of the other positive trends in the Indian banking space.
This smallcase comprises private and public sector banks to allow investors to efficiently track and invest in the banking sector.
Windmill Capital
High
11.30%
quarterly
₹ 12,729 (change होती रहती हैं)
Safe Haven
Volatility measures the risk of security. A stock with higher volatility will see its price fluctuate rapidly within a specific period, whereas a low volatility stock will not see as much price fluctuation. Higher the volatility, the higher the perceived risk. Beta is one of the ways of measuring volatility. A stock with a beta of less than 1 would be less volatile than the market. Low beta stocks ensure that the portfolio is not very sensitive to market sell-offs.
- The universe of stocks for the Safe Haven smallcase is such low beta stocks.
- These stocks are then subject to checks on various parameters including but not limited to proportion of pledged promoter holdings, favourability amongst institutional investors, etc.
- Finally, the qualifying stocks are then run through proprietary algorithms that help choose liquid low beta stocks.
Windmill Capital
Medium
16.33%
quarterly
₹ 30,167 (change होती रहती हैं)
Bringing the Bling
Rising disposable income, improving brand awareness and increasing purchase power have changed India’s spending habits.
- There is a surge in expenditure on luxury goods and services, a trend that is expected to continue
- These goods and services include high-end jewellery, high-brand cosmetics, apparels, luxury cars, consumer electronic goods, etc
This smallcase comprises companies that are catering to India’s increasing affinity for luxury goods and services.
Windmill Capital
High
22.30%
quarterly
₹ 44,393 (change होती रहती हैं)
Realty Tracker
Real estate sector in India is expected to reach US$ 1 trillion by 2030. By 2025, it is expected to contribute 13% to the country’s GDP.
- Rapid urbanization bodes well for the sector. The number of Indians living in urban areas is expected to reach 525 million by 2025. More than 70% of India’s GDP will be generated from urban areas by 2020.
- Residential segment contributes ~80% of the real estate sector. Housing launches across the top eight Indian cities increased 23% y-o-y in 2019 to 223,325 units.
- Government of India’s Housing for All initiative and its move to grant “infrastructure status” to affordable housing projects is expected to bring US$ 1.3 trillion investment into the housing sector by 2025.
- On February 29, 2020, India formally approved 417 SEZs, of which 238 were already in operation. Majority of the special economic zones (SEZs) are in the IT/ Business Process Management sector. Growth in service sectors like IT/ITeS, BFSI & Telecom will drive the demand for office space in Tier 2 cities.
This smallcase comprises real estate companies and REITs to allow investors to efficiently track and invest in the realty sector.
Windmill Capital
High
22.82%
quarterly
₹ 11,221 (change होती रहती हैं)
Transporting India
Indian logistics sector has seen annual growth rates of approximately 15% over the last few years, which is expected to continue growing at a rapid pace.
- Generally, the logistics sector grows at 1.5x times the GDP and India is set to be the fastest growing economy among major world economies
- As part of Budget 2022-23, an enhanced outlay of ₹2.24 lakh crore for Ministry of Road Transport and Highways has been provided
- The National Highways network will be expanded by 25,000 km in FY23. ₹20,000 crore will be mobilized through innovative ways of financing to complement the public resources
- Contracts for implementation of Multimodal Logistics Parks at four locations through the PPP mode will be awarded in FY23
- 100 PM GatiShakti Cargo Terminals for multimodal logistics facilities will be developed during the next three years.
- Implementation of GST, which will lead to supply chain decisions on the basis of cost efficiency, will positively affect the sector
- E-commerce sector is growing at a rate of over 60% a year and logistics is an integral part of e-commerce businesses
- Currently, the logistics expenditure of e-commerce companies stands at around 10% and the sector is expected to grow along with the e-commerce sector
This smallcase consists of companies that will gain from the boost in growth of the logistics sector.
Windmill Capital
Medium
10.43%
quarterly
₹ 48,808 (change होती रहती हैं)
अंत में,
मेरे द्वारा ऊपर बताये गये Top 20 free Smallcase in investing? में आप free में invest कर सकतें हैं और अच्छा profit बना सकतें हैं अगर आपका कोंई भी सवाल हैं तो आप नीचें कमेंट कर सकतें हैं।
