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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Robocapital Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed by

Amit Mehendale

SEBI Registered

INA000007298

Experience

20+ years

Investment Strategy

Growth

Amit currently leads wealth management and investment banking business at RoboCapital. In the relatively short period, Robocapital has delivered excellent returns to affluent and high-networth clients. Prior to starting RoboCapital, Amit served as the Chief Financial Officer at India Infoline Finance Limited (IIFL) where he was managing balance sheet size of about $2 billion. Mr. Mehendale has close to 20 years of experience and has worked in leadership roles in large multinational companies like Schlumberger and GlaxoSmithkline. He is a qualified Chartered Accountant and MBA from London Business School.

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Choose

Choose a suitable portfolio that matches your investment objective.

Subscribe to the portfolio & get access to the constituent stocks & weights.

Invest

Invest in the portfolio & apply regular portfolio updates. Set up SIP for disciplined investing.

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SIP to grow your investment

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All your questions answered

Frequently asked questions

What are the products offered?

Robo Capital High Growth small case is bouquet of high earnings growth stock with majority portfolio in small cap. These stocks are potential mid cap to large cap of the future and the company management is here for long haul. Any temporary slowdown in economy or sudden fall in stock market does not change the core belief of the companies and also gives further opportunities to these companies to pivot the course of high growth trajectory. Similarly we also tweak the portfolio if any of the companies deviate from the projected growth journey. Happy investing in Robo Capital High Growth small case.

What is their investment philosophy?

Investing in Growth stocks only: Midsize companies are often on a high growth trajectory and don’t attract attention of fund houses till they consistently perform for 2-3 years and when their market capitalisation reaches a certain threshold as warranted by their internal guidelines. Identifying them early gives double benefit of low PE multiple initially and rerating later on higher earnings growth. , Being stingy and not shy about it: We are always mindful of not paying extra while buying. It is our continuous endeavour to keep the portfolio with better growth prospects and lower valuation compared to NIFTY., Preferring companies with high ROCE and top-class management quality: We use ROCE as one of the key metrics to judge the quality of the business and there are not too many businesses with high ROCE., Providing in-depth research: In case of some small cap companies, we spend extra effort to understand the business deeply. We often talk to suppliers, customers, channel partners to enquire about the company or its product/services. We also run a negative checklist to weed out issues of low corporate governance.

What is a smallcase?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Robocapital. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Robocapital decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Robocapital’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.