EarlyStorm9
EarlyStorm9

Small case review?

I know there will be a lot of people here using Smallcase for there investments. I am new to investments and have just started my investments journey. Does anyone here had any bad experience with Smallcase or is it a good option to continue considering I don't have much knowledge on Investments.

19mo ago
Scrooge_McDuck
Scrooge_McDuck

Start with mutual funds, preferably index funds. Smallcase investment managers are independent and do not have the pedigree of MF managers of decades of experience. The costs are too high, past returns are shown with a loophole(without costs). Rebalancing will always cost you manual tracking error in prices. Plus the buying and selling manually is highly tax inefficient. Ask anyone with 10 year+ experience in the markets and they will say no. Just start with UTI Nifty 50 Index fund Direct Growth option and keep increasing the amount.

IcyCore38
IcyCore38

There are free ones out there also in smallcase like windmill capital ones. Do your own discretion while buying. If you want to buy indexes go fir etfs which have very less charges

Used smallcase a bit quite a while back. I would rather trust index than smallcase. Quite much an unregulated field with being dependent on the RA to manage your "smallcase"

Invest in an index mutual fund, Navi is best in my opinion due to low expense ratio.

If you want to play risky go for smallcap mutual funds and flexicap funds

fakekpi
fakekpi

Stick to etfs and large cap mutual funds for the next 2 years.

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