{"id":8236,"date":"2025-04-05T17:00:25","date_gmt":"2025-04-05T11:30:25","guid":{"rendered":"https:\/\/aktassociates.com\/blog\/?p=8236"},"modified":"2025-04-04T12:09:54","modified_gmt":"2025-04-04T06:39:54","slug":"learn-about-all-smallcase-strategies-for-financial-freedom","status":"publish","type":"post","link":"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/","title":{"rendered":"Learn About All Smallcase Strategies for Financial Freedom"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_66_1 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >In this article, we will discuss about...<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #1e73be;color:#1e73be\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #1e73be;color:#1e73be\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Introduction\" title=\"Introduction\">Introduction<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Hey_there_If_youve_been_following_this_investment_series_you_know_were_all_about_leveling_up_our_financial_game_step_by_step_Now_were_at_Level_Three_where_well_explore_Smallcase%E2%80%94a_game-changing_investment_platform_that_has_given_me_fantastic_returns_over_the_past_few_years\" title=\"Hey there! If you&#8217;ve been following this investment series, you know we\u2019re all about leveling up our financial game step by step. Now, we\u2019re at Level Three, where we\u2019ll explore Smallcase\u2014a game-changing investment platform that has given me fantastic returns over the past few years.\">Hey there! If you&#8217;ve been following this investment series, you know we\u2019re all about leveling up our financial game step by step. Now, we\u2019re at Level Three, where we\u2019ll explore Smallcase\u2014a game-changing investment platform that has given me fantastic returns over the past few years.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Before_we_dive_in_lets_clear_up_a_common_misconception_Smallcase_is_NOT_the_same_as_small-cap_companies_Small-cap_companies_are_stocks_with_smaller_market_capitalizations_Smallcase_is_an_investment_platform_that_curates_theme-based_stock_portfolios\" title=\"Before we dive in, let\u2019s clear up a common misconception: Smallcase is NOT the same as small-cap companies! Small-cap companies are stocks with smaller market capitalizations. Smallcase is an investment platform that curates theme-based stock portfolios.\">Before we dive in, let\u2019s clear up a common misconception: Smallcase is NOT the same as small-cap companies! Small-cap companies are stocks with smaller market capitalizations. Smallcase is an investment platform that curates theme-based stock portfolios.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#If_youre_serious_about_achieving_financial_freedom_by_40_understanding_platforms_like_Smallcase_is_a_must_Lets_break_it_down\" title=\"If you\u2019re serious about achieving financial freedom by 40, understanding platforms like Smallcase is a must. Let\u2019s break it down!\">If you\u2019re serious about achieving financial freedom by 40, understanding platforms like Smallcase is a must. Let\u2019s break it down!<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Why_You_Need_to_Level_Up_Your_Investment_Strategy\" title=\"Why You Need to Level Up Your Investment Strategy\">Why You Need to Level Up Your Investment Strategy<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Investing_is_a_journey_Some_people_stick_to_fixed_deposits_FDs_and_slowly_accumulate_wealth_Others_put_all_their_money_in_mutual_funds_and_forget_about_it%E2%80%94which_to_be_fair_can_work\" title=\"Investing is a journey. Some people stick to fixed deposits (FDs) and slowly accumulate wealth. Others put all their money in mutual funds and forget about it\u2014which, to be fair, can work.\">Investing is a journey. Some people stick to fixed deposits (FDs) and slowly accumulate wealth. Others put all their money in mutual funds and forget about it\u2014which, to be fair, can work.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#But_if_you_want_to_accelerate_your_financial_growth_you_need_to_explore_better_smarter_strategies\" title=\"But if you want to accelerate your financial growth, you need to explore better, smarter strategies.\">But if you want to accelerate your financial growth, you need to explore better, smarter strategies.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#As_a_Chartered_Accountant_CA_Ive_seen_how_investment_opportunities_evolve_as_your_portfolio_grows_Risk_and_return_go_hand_in_hand_and_as_my_savings_increased_I_looked_beyond_traditional_options_Thats_when_I_discovered_Smallcase\" title=\"As a Chartered Accountant (CA), I\u2019ve seen how investment opportunities evolve as your portfolio grows. Risk and return go hand in hand, and as my savings increased, I looked beyond traditional options. That\u2019s when I discovered Smallcase.\">As a Chartered Accountant (CA), I\u2019ve seen how investment opportunities evolve as your portfolio grows. Risk and return go hand in hand, and as my savings increased, I looked beyond traditional options. That\u2019s when I discovered Smallcase.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#How_is_Smallcase_Different_from_Mutual_Funds\" title=\"How is Smallcase Different from Mutual Funds?\">How is Smallcase Different from Mutual Funds?<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Unlike_mutual_funds_which_may_hold_50-200_stocks_Smallcase_portfolios_usually_contain_just_10-15_carefully_selected_stocks_This_makes_them_focused_high-conviction_investment_strategies\" title=\"Unlike mutual funds, which may hold 50-200 stocks, Smallcase portfolios usually contain just 10-15 carefully selected stocks. This makes them focused, high-conviction investment strategies.\">Unlike mutual funds, which may hold 50-200 stocks, Smallcase portfolios usually contain just 10-15 carefully selected stocks. This makes them focused, high-conviction investment strategies.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#But_heres_the_deal%E2%80%94I_dont_recommend_Smallcase_for_beginners_First_build_a_strong_foundation_with_at_least_%E2%82%B910_lakh_in_mutual_funds_Once_youre_comfortable_Smallcase_can_be_your_next_step\" title=\"But here\u2019s the deal\u2014I don\u2019t recommend Smallcase for beginners. \nFirst, build a strong foundation with at least \u20b910 lakh in mutual funds. Once you\u2019re comfortable, Smallcase can be your next step.\">But here\u2019s the deal\u2014I don\u2019t recommend Smallcase for beginners. \nFirst, build a strong foundation with at least \u20b910 lakh in mutual funds. Once you\u2019re comfortable, Smallcase can be your next step.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#My_Smallcase_Investments_Returns\" title=\"My Smallcase Investments &amp; Returns\">My Smallcase Investments &amp; Returns<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Ive_been_investing_in_Smallcase_for_a_few_years_now_Here_are_some_of_my_top-performing_portfolios\" title=\"I\u2019ve been investing in Smallcase for a few years now. Here are some of my top-performing portfolios:\">I\u2019ve been investing in Smallcase for a few years now. Here are some of my top-performing portfolios:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Realty_Tracker_%E2%80%93_Focuses_on_real_estate_companies_Return_16\" title=\"Realty Tracker \u2013 Focuses on real estate companies. Return: 16%\">Realty Tracker \u2013 Focuses on real estate companies. Return: 16%<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Growth_Income_%E2%80%93_A_mix_of_growth_and_dividend-yielding_stocks_Return_312_XIRR\" title=\"Growth &amp; Income \u2013 A mix of growth and dividend-yielding stocks. Return: 31.2% XIRR\">Growth &amp; Income \u2013 A mix of growth and dividend-yielding stocks. Return: 31.2% XIRR<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Timeless_Asset_Allocation_%E2%80%93_Diversifies_across_asset_classes_Return_142\" title=\"Timeless Asset Allocation \u2013 Diversifies across asset classes. Return: 14.2%\">Timeless Asset Allocation \u2013 Diversifies across asset classes. Return: 14.2%<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Electric_Mobility_%E2%80%93_Focuses_on_EV_stocks\" title=\"Electric Mobility \u2013 Focuses on EV stocks.\">Electric Mobility \u2013 Focuses on EV stocks.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Equity_Gold_%E2%80%93_Balances_stock_market_and_gold_investments\" title=\"Equity &amp; Gold \u2013 Balances stock market and gold investments.\">Equity &amp; Gold \u2013 Balances stock market and gold investments.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#ARQ_Prime_Angel_One_%E2%80%93_Algorithm-based_trading_Return_28_XIRR\" title=\"ARQ Prime (Angel One) \u2013 Algorithm-based trading. Return: 28% XIRR\">ARQ Prime (Angel One) \u2013 Algorithm-based trading. Return: 28% XIRR<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#CANSLIM_%E2%80%93_Follows_the_CANSLIM_investment_strategy\" title=\"CANSLIM \u2013 Follows the CANSLIM investment strategy.\">CANSLIM \u2013 Follows the CANSLIM investment strategy.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Key_Takeaway\" title=\"Key Takeaway:\">Key Takeaway:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Dont_chase_100_gains_on_a_single_stock_What_truly_matters_is_your_portfolios_average_return_If_you_can_maintain_a_steady_15-16_CAGR_over_10_years_youll_build_significant_wealth\" title=\"Don\u2019t chase 100%+ gains on a single stock. What truly matters is your portfolio\u2019s average return. If you can maintain a steady 15-16% CAGR over 10 years, you\u2019ll build significant wealth.\">Don\u2019t chase 100%+ gains on a single stock. What truly matters is your portfolio\u2019s average return. If you can maintain a steady 15-16% CAGR over 10 years, you\u2019ll build significant wealth.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Understanding_XIRR_The_Best_Way_to_Measure_Returns\" title=\"Understanding XIRR: The Best Way to Measure Returns\">Understanding XIRR: The Best Way to Measure Returns<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#XIRR_Extended_Internal_Rate_of_Return_is_the_best_way_to_track_investments_where_money_is_added_at_different_times\" title=\"XIRR (Extended Internal Rate of Return) is the best way to track investments where money is added at different times.\">XIRR (Extended Internal Rate of Return) is the best way to track investments where money is added at different times.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-25\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Example\" title=\"Example:\">Example:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-26\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#If_you_invest_%E2%82%B910_lakh_at_once_and_it_grows_to_%E2%82%B919_lakh_in_a_year_thats_a_90_absolute_return\" title=\"If you invest \u20b910 lakh at once, and it grows to \u20b919 lakh in a year, that\u2019s a 90% absolute return.\">If you invest \u20b910 lakh at once, and it grows to \u20b919 lakh in a year, that\u2019s a 90% absolute return.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-27\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#If_you_invest_the_same_%E2%82%B910_lakh_gradually_your_actual_return_will_be_lower_because_not_all_of_your_money_was_invested_the_whole_time\" title=\"If you invest the same \u20b910 lakh gradually, your actual return will be lower because not all of your money was invested the whole time.\">If you invest the same \u20b910 lakh gradually, your actual return will be lower because not all of your money was invested the whole time.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-28\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Since_Smallcase_allows_SIP-based_investments_using_XIRR_helps_you_accurately_measure_real_returns\" title=\"Since Smallcase allows SIP-based investments, using XIRR helps you accurately measure real returns.\">Since Smallcase allows SIP-based investments, using XIRR helps you accurately measure real returns.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-29\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Types_of_Smallcase_Portfolios\" title=\"Types of Smallcase Portfolios\">Types of Smallcase Portfolios<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-30\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Smallcase_offers_two_types_of_portfolios\" title=\"Smallcase offers two types of portfolios:\">Smallcase offers two types of portfolios:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-31\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Free_Portfolios_%E2%80%93_No_subscription_fees_Great_for_beginners\" title=\"Free Portfolios \u2013 No subscription fees. Great for beginners.\">Free Portfolios \u2013 No subscription fees. Great for beginners.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-32\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Paid_Portfolios_%E2%80%93_Requires_a_%E2%82%B91000_per_month_subscription_%E2%82%B912000_annually\" title=\"Paid Portfolios \u2013 Requires a \u20b91,000 per month subscription (\u20b912,000 annually).\">Paid Portfolios \u2013 Requires a \u20b91,000 per month subscription (\u20b912,000 annually).<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-33\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#For_small_investors_free_portfolios_are_the_best_starting_point_If_your_portfolio_is_under_%E2%82%B912_lakh_paying_%E2%82%B912000_annually_isnt_worth_it\" title=\"For small investors, free portfolios are the best starting point. If your portfolio is under \u20b912 lakh, paying \u20b912,000 annually isn\u2019t worth it.\">For small investors, free portfolios are the best starting point. If your portfolio is under \u20b912 lakh, paying \u20b912,000 annually isn\u2019t worth it.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-34\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#How_to_Pick_the_Best_Smallcase_Portfolio\" title=\"How to Pick the Best Smallcase Portfolio\">How to Pick the Best Smallcase Portfolio<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-35\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Heres_my_simple_checklist_to_evaluate_Smallcase_portfolios\" title=\"Here\u2019s my simple checklist to evaluate Smallcase portfolios:\">Here\u2019s my simple checklist to evaluate Smallcase portfolios:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-36\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Use_Filters_%E2%80%93_Sort_by_High_Medium_or_Low_risk\" title=\"Use Filters \u2013 Sort by High, Medium, or Low risk.\">Use Filters \u2013 Sort by High, Medium, or Low risk.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-37\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Check_the_5-Year_CAGR_%E2%80%93_Ignore_3-year_CAGR_as_it_may_be_skewed_by_a_bull_run\" title=\"Check the 5-Year CAGR \u2013 Ignore 3-year CAGR, as it may be skewed by a bull run.\">Check the 5-Year CAGR \u2013 Ignore 3-year CAGR, as it may be skewed by a bull run.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-38\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Use_the_Watchlist_Feature_%E2%80%93_Monitor_portfolios_for_1-2_months_before_investing\" title=\"Use the Watchlist Feature \u2013 Monitor portfolios for 1-2 months before investing.\">Use the Watchlist Feature \u2013 Monitor portfolios for 1-2 months before investing.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-39\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#SIP_vs_Lump_Sum_Which_One_is_Better\" title=\"SIP vs. Lump Sum: Which One is Better?\">SIP vs. Lump Sum: Which One is Better?<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-40\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#You_can_invest_in_Smallcase_via_Manual_SIP_or_Automated_SIP\" title=\"You can invest in Smallcase via Manual SIP or Automated SIP.\">You can invest in Smallcase via Manual SIP or Automated SIP.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-41\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Manual_SIP_%E2%80%93_You_manually_invest_a_flexible_amount_each_month\" title=\"Manual SIP \u2013 You manually invest a flexible amount each month.\">Manual SIP \u2013 You manually invest a flexible amount each month.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-42\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Automated_SIP_%E2%80%93_A_fixed_amount_is_automatically_deducted_from_your_bank\" title=\"Automated SIP \u2013 A fixed amount is automatically deducted from your bank.\">Automated SIP \u2013 A fixed amount is automatically deducted from your bank.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-43\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#I_recommend_Manual_SIP_for_most_investors%E2%80%94it_keeps_you_flexible\" title=\"I recommend Manual SIP for most investors\u2014it keeps you flexible.\">I recommend Manual SIP for most investors\u2014it keeps you flexible.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-44\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Creating_Your_Own_Smallcase_Portfolio\" title=\"Creating Your Own Smallcase Portfolio\">Creating Your Own Smallcase Portfolio<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-45\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Smallcase_also_allows_you_to_create_custom_portfolios_Before_investing_real_money_you_can\" title=\"Smallcase also allows you to create custom portfolios. Before investing real money, you can:\">Smallcase also allows you to create custom portfolios. Before investing real money, you can:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-46\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Select_stocks_build_a_portfolio\" title=\"Select stocks &amp; build a portfolio.\">Select stocks &amp; build a portfolio.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-47\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Track_performance_over_time\" title=\"Track performance over time.\">Track performance over time.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-48\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Decide_whether_to_invest\" title=\"Decide whether to invest.\">Decide whether to invest.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-49\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Example-2\" title=\"Example:\">Example:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-50\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#I_created_a_Smallcase_in_Feb_2024_and_its_currently_at_-086_returns%E2%80%94proving_that_backtesting_is_crucial_before_committing_real_money\" title=\"I created a Smallcase in Feb 2024, and it\u2019s currently at -0.86% returns\u2014proving that backtesting is crucial before committing real money.\">I created a Smallcase in Feb 2024, and it\u2019s currently at -0.86% returns\u2014proving that backtesting is crucial before committing real money.<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-51\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Important_You_Need_a_Linked_Demat_Account\" title=\"Important: You Need a Linked Demat Account\">Important: You Need a Linked Demat Account<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-52\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Smallcase_is_NOT_a_standalone_investment_platform_You_need_a_Demat_account_with_brokers_like_Zerodha_Angel_One_or_others_to_invest\" title=\"Smallcase is NOT a standalone investment platform. You need a Demat account with brokers like Zerodha, Angel One, or others to invest.\">Smallcase is NOT a standalone investment platform. You need a Demat account with brokers like Zerodha, Angel One, or others to invest.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-53\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Your_stocks_are_held_in_your_Demat_account_NOT_with_Smallcase\" title=\"Your stocks are held in your Demat account, NOT with Smallcase.\">Your stocks are held in your Demat account, NOT with Smallcase.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-54\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Even_if_Smallcase_shuts_down_your_investments_remain_safe\" title=\"Even if Smallcase shuts down, your investments remain safe.\">Even if Smallcase shuts down, your investments remain safe.<\/a><\/li><\/ul><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-55\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Conclusion\" title=\"Conclusion\">Conclusion<\/a><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><ul class='ez-toc-list-level-4' ><li class='ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-56\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Smallcase_is_an_excellent_platform_for_investors_who_want_to_go_beyond_mutual_funds_and_explore_high-conviction_portfolios\" title=\"Smallcase is an excellent platform for investors who want to go beyond mutual funds and explore high-conviction portfolios.\">Smallcase is an excellent platform for investors who want to go beyond mutual funds and explore high-conviction portfolios.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-57\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Key_Takeaways\" title=\"Key Takeaways:\">Key Takeaways:<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-58\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Start_with_free_portfolios_before_paying_for_premium_ones\" title=\"Start with free portfolios before paying for premium ones.\">Start with free portfolios before paying for premium ones.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-59\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Invest_for_at_least_3-5_years_for_the_best_returns\" title=\"Invest for at least 3-5 years for the best returns.\">Invest for at least 3-5 years for the best returns.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-60\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Use_XIRR_to_track_real_investment_performance\" title=\"Use XIRR to track real investment performance.\">Use XIRR to track real investment performance.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-61\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Opt_for_Manual_SIPs_unless_you_have_a_stable_income\" title=\"Opt for Manual SIPs unless you have a stable income.\">Opt for Manual SIPs unless you have a stable income.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-62\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Ensure_you_have_a_linked_Demat_account\" title=\"Ensure you have a linked Demat account.\">Ensure you have a linked Demat account.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-63\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#By_taking_a_smart_structured_approach_you_can_increase_both_your_risk-taking_ability_and_returns_while_keeping_your_portfolio_well-diversified_and_strategically_managed\" title=\"By taking a smart, structured approach, you can increase both your risk-taking ability and returns while keeping your portfolio well-diversified and strategically managed.\">By taking a smart, structured approach, you can increase both your risk-taking ability and returns while keeping your portfolio well-diversified and strategically managed.<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-4'><a class=\"ez-toc-link ez-toc-heading-64\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#Happy_investing\" title=\"Happy investing!\">Happy investing!<\/a><\/li><\/ul><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Introduction\"><\/span><b>Introduction<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><span class=\"ez-toc-section\" id=\"Hey_there_If_youve_been_following_this_investment_series_you_know_were_all_about_leveling_up_our_financial_game_step_by_step_Now_were_at_Level_Three_where_well_explore_Smallcase%E2%80%94a_game-changing_investment_platform_that_has_given_me_fantastic_returns_over_the_past_few_years\"><\/span><span style=\"font-weight: 400;\">Hey there! If you&#8217;ve been following this investment series, you know we\u2019re all about leveling up our financial game step by step. Now, we\u2019re at Level Three, where we\u2019ll explore Smallcase\u2014a game-changing investment platform that has given me fantastic returns over the past few years.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"Before_we_dive_in_lets_clear_up_a_common_misconception_Smallcase_is_NOT_the_same_as_small-cap_companies_Small-cap_companies_are_stocks_with_smaller_market_capitalizations_Smallcase_is_an_investment_platform_that_curates_theme-based_stock_portfolios\"><\/span><span style=\"font-weight: 400;\">Before we dive in, let\u2019s clear up a common misconception: Smallcase is NOT the same as small-cap companies! Small-cap companies are stocks with smaller market capitalizations. Smallcase is an investment platform that curates theme-based stock portfolios.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"If_youre_serious_about_achieving_financial_freedom_by_40_understanding_platforms_like_Smallcase_is_a_must_Lets_break_it_down\"><\/span><span style=\"font-weight: 400;\">If you\u2019re serious about achieving financial freedom by 40, understanding platforms like Smallcase is a must. Let\u2019s break it down!<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><b>Don\u2019t let reading hold you back, Watch our video instead<\/b><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/nVDJ_7K6Vhs?si=tuHT1kZWbW0xWD0P\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_You_Need_to_Level_Up_Your_Investment_Strategy\"><\/span><b>Why You Need to Level Up Your Investment Strategy<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Investing_is_a_journey_Some_people_stick_to_fixed_deposits_FDs_and_slowly_accumulate_wealth_Others_put_all_their_money_in_mutual_funds_and_forget_about_it%E2%80%94which_to_be_fair_can_work\"><\/span><span style=\"font-weight: 400;\">Investing is a journey. Some people stick to fixed deposits (FDs) and slowly accumulate wealth. Others put all their money in mutual funds and forget about it\u2014which, to be fair, can work.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"But_if_you_want_to_accelerate_your_financial_growth_you_need_to_explore_better_smarter_strategies\"><\/span><span style=\"font-weight: 400;\">But if you want to accelerate your financial growth, you need to explore better, smarter strategies.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"As_a_Chartered_Accountant_CA_Ive_seen_how_investment_opportunities_evolve_as_your_portfolio_grows_Risk_and_return_go_hand_in_hand_and_as_my_savings_increased_I_looked_beyond_traditional_options_Thats_when_I_discovered_Smallcase\"><\/span><span style=\"font-weight: 400;\">As a Chartered Accountant (CA), I\u2019ve seen how investment opportunities evolve as your portfolio grows. Risk and return go hand in hand, and as my savings increased, I looked beyond traditional options. That\u2019s when I discovered Smallcase.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8240 aligncenter\" src=\"https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2025\/04\/Untitled-design-2025-04-02T145640.889.png\" alt=\"investment strategy\" width=\"500\" height=\"300\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"How_is_Smallcase_Different_from_Mutual_Funds\"><\/span><b>How is Smallcase Different from Mutual Funds?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Unlike_mutual_funds_which_may_hold_50-200_stocks_Smallcase_portfolios_usually_contain_just_10-15_carefully_selected_stocks_This_makes_them_focused_high-conviction_investment_strategies\"><\/span><span style=\"font-weight: 400;\">Unlike mutual funds, which may hold 50-200 stocks, Smallcase portfolios usually contain just 10-15 carefully selected stocks. This makes them focused, high-conviction investment strategies.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"But_heres_the_deal%E2%80%94I_dont_recommend_Smallcase_for_beginners_First_build_a_strong_foundation_with_at_least_%E2%82%B910_lakh_in_mutual_funds_Once_youre_comfortable_Smallcase_can_be_your_next_step\"><\/span><span style=\"font-weight: 400;\">But here\u2019s the deal\u2014I don\u2019t recommend Smallcase for beginners.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">First, build a strong foundation with at least \u20b910 lakh in mutual funds. Once you\u2019re comfortable, Smallcase can be your next step.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><a href=\"https:\/\/pages.razorpay.com\/akt-nri-tax-consulting\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-5246 size-full aligncenter\" src=\"https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2023\/06\/Consult-CA-Arun-Tiwari-2.png\" alt=\"\" width=\"700\" height=\"150\" srcset=\"https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2023\/06\/Consult-CA-Arun-Tiwari-2.png 700w, https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2023\/06\/Consult-CA-Arun-Tiwari-2-300x64.png 300w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/h4>\n<h3><span class=\"ez-toc-section\" id=\"My_Smallcase_Investments_Returns\"><\/span><b>My Smallcase Investments &amp; Returns<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Ive_been_investing_in_Smallcase_for_a_few_years_now_Here_are_some_of_my_top-performing_portfolios\"><\/span><span style=\"font-weight: 400;\">I\u2019ve been investing in Smallcase for a few years now. Here are some of my top-performing portfolios:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Realty_Tracker_%E2%80%93_Focuses_on_real_estate_companies_Return_16\"><\/span><span style=\"font-weight: 400;\">Realty Tracker \u2013 Focuses on real estate companies. Return: 16%<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Growth_Income_%E2%80%93_A_mix_of_growth_and_dividend-yielding_stocks_Return_312_XIRR\"><\/span><span style=\"font-weight: 400;\">Growth &amp; Income \u2013 A mix of growth and dividend-yielding stocks. Return: 31.2% XIRR<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Timeless_Asset_Allocation_%E2%80%93_Diversifies_across_asset_classes_Return_142\"><\/span><span style=\"font-weight: 400;\">Timeless Asset Allocation \u2013 Diversifies across asset classes. Return: 14.2%<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Electric_Mobility_%E2%80%93_Focuses_on_EV_stocks\"><\/span><span style=\"font-weight: 400;\">Electric Mobility \u2013 Focuses on EV stocks.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Equity_Gold_%E2%80%93_Balances_stock_market_and_gold_investments\"><\/span><span style=\"font-weight: 400;\">Equity &amp; Gold \u2013 Balances stock market and gold investments.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"ARQ_Prime_Angel_One_%E2%80%93_Algorithm-based_trading_Return_28_XIRR\"><\/span><span style=\"font-weight: 400;\">ARQ Prime (Angel One) \u2013 Algorithm-based trading. Return: 28% XIRR<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"CANSLIM_%E2%80%93_Follows_the_CANSLIM_investment_strategy\"><\/span><span style=\"font-weight: 400;\">CANSLIM \u2013 Follows the CANSLIM investment strategy.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8241 aligncenter\" src=\"https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2025\/04\/Add-a-heading-2025-04-02T151353.111.png\" alt=\"smallcase investment\" width=\"500\" height=\"300\" \/><\/p>\n<h4><span class=\"ez-toc-section\" id=\"Key_Takeaway\"><\/span><b>Key Takeaway:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"Dont_chase_100_gains_on_a_single_stock_What_truly_matters_is_your_portfolios_average_return_If_you_can_maintain_a_steady_15-16_CAGR_over_10_years_youll_build_significant_wealth\"><\/span><span style=\"font-weight: 400;\">Don\u2019t chase 100%+ gains on a single stock. What truly matters is your portfolio\u2019s average return. If you can maintain a steady 15-16% CAGR over 10 years, you\u2019ll build significant wealth.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h3><span class=\"ez-toc-section\" id=\"Understanding_XIRR_The_Best_Way_to_Measure_Returns\"><\/span><b>Understanding XIRR: The Best Way to Measure Returns<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"XIRR_Extended_Internal_Rate_of_Return_is_the_best_way_to_track_investments_where_money_is_added_at_different_times\"><\/span><span style=\"font-weight: 400;\">XIRR (Extended Internal Rate of Return) is the best way to track investments where money is added at different times.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"Example\"><\/span><b>Example:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"If_you_invest_%E2%82%B910_lakh_at_once_and_it_grows_to_%E2%82%B919_lakh_in_a_year_thats_a_90_absolute_return\"><\/span><span style=\"font-weight: 400;\">If you invest \u20b910 lakh at once, and it grows to \u20b919 lakh in a year, that\u2019s a 90% absolute return.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"If_you_invest_the_same_%E2%82%B910_lakh_gradually_your_actual_return_will_be_lower_because_not_all_of_your_money_was_invested_the_whole_time\"><\/span><span style=\"font-weight: 400;\">If you invest the same \u20b910 lakh gradually, your actual return will be lower because not all of your money was invested the whole time.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Since_Smallcase_allows_SIP-based_investments_using_XIRR_helps_you_accurately_measure_real_returns\"><\/span><span style=\"font-weight: 400;\">Since Smallcase allows SIP-based investments, using XIRR helps you accurately measure real returns.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h3><span class=\"ez-toc-section\" id=\"Types_of_Smallcase_Portfolios\"><\/span><b>Types of Smallcase Portfolios<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Smallcase_offers_two_types_of_portfolios\"><\/span><span style=\"font-weight: 400;\">Smallcase offers two types of portfolios:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Free_Portfolios_%E2%80%93_No_subscription_fees_Great_for_beginners\"><\/span><span style=\"font-weight: 400;\">Free Portfolios \u2013 No subscription fees. Great for beginners.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Paid_Portfolios_%E2%80%93_Requires_a_%E2%82%B91000_per_month_subscription_%E2%82%B912000_annually\"><\/span><span style=\"font-weight: 400;\">Paid Portfolios \u2013 Requires a \u20b91,000 per month subscription (\u20b912,000 annually).<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"For_small_investors_free_portfolios_are_the_best_starting_point_If_your_portfolio_is_under_%E2%82%B912_lakh_paying_%E2%82%B912000_annually_isnt_worth_it\"><\/span><span style=\"font-weight: 400;\">For small investors, free portfolios are the best starting point. If your portfolio is under \u20b912 lakh, paying \u20b912,000 annually isn\u2019t worth it.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h3><span class=\"ez-toc-section\" id=\"How_to_Pick_the_Best_Smallcase_Portfolio\"><\/span><b>How to Pick the Best Smallcase Portfolio<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Heres_my_simple_checklist_to_evaluate_Smallcase_portfolios\"><\/span><span style=\"font-weight: 400;\">Here\u2019s my simple checklist to evaluate Smallcase portfolios:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Use_Filters_%E2%80%93_Sort_by_High_Medium_or_Low_risk\"><\/span><span style=\"font-weight: 400;\">Use Filters \u2013 Sort by High, Medium, or Low risk.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Check_the_5-Year_CAGR_%E2%80%93_Ignore_3-year_CAGR_as_it_may_be_skewed_by_a_bull_run\"><\/span><span style=\"font-weight: 400;\">Check the 5-Year CAGR \u2013 Ignore 3-year CAGR, as it may be skewed by a bull run.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Use_the_Watchlist_Feature_%E2%80%93_Monitor_portfolios_for_1-2_months_before_investing\"><\/span><span style=\"font-weight: 400;\">Use the Watchlist Feature \u2013 Monitor portfolios for 1-2 months before investing.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"SIP_vs_Lump_Sum_Which_One_is_Better\"><\/span><b>SIP vs. Lump Sum: Which One is Better?<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"You_can_invest_in_Smallcase_via_Manual_SIP_or_Automated_SIP\"><\/span><span style=\"font-weight: 400;\">You can invest in Smallcase via Manual SIP or Automated SIP.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Manual_SIP_%E2%80%93_You_manually_invest_a_flexible_amount_each_month\"><\/span><span style=\"font-weight: 400;\">Manual SIP \u2013 You manually invest a flexible amount each month.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Automated_SIP_%E2%80%93_A_fixed_amount_is_automatically_deducted_from_your_bank\"><\/span><span style=\"font-weight: 400;\">Automated SIP \u2013 A fixed amount is automatically deducted from your bank.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"I_recommend_Manual_SIP_for_most_investors%E2%80%94it_keeps_you_flexible\"><\/span><span style=\"font-weight: 400;\">I recommend Manual SIP for most investors\u2014it keeps you flexible.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-8242 aligncenter\" src=\"https:\/\/aktassociates.com\/blog\/wp-content\/uploads\/2025\/04\/Add-a-heading-2025-04-02T152107.736.png\" alt=\"sip vs lumpsum\" width=\"500\" height=\"300\" \/><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Creating_Your_Own_Smallcase_Portfolio\"><\/span><b>Creating Your Own Smallcase Portfolio<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Smallcase_also_allows_you_to_create_custom_portfolios_Before_investing_real_money_you_can\"><\/span><span style=\"font-weight: 400;\">Smallcase also allows you to create custom portfolios. Before investing real money, you can:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Select_stocks_build_a_portfolio\"><\/span><span style=\"font-weight: 400;\">Select stocks &amp; build a portfolio.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Track_performance_over_time\"><\/span><span style=\"font-weight: 400;\">Track performance over time.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Decide_whether_to_invest\"><\/span><span style=\"font-weight: 400;\">Decide whether to invest.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"Example-2\"><\/span><b>Example:<\/b><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"I_created_a_Smallcase_in_Feb_2024_and_its_currently_at_-086_returns%E2%80%94proving_that_backtesting_is_crucial_before_committing_real_money\"><\/span><span style=\"font-weight: 400;\">I created a Smallcase in Feb 2024, and it\u2019s currently at -0.86% returns\u2014proving that backtesting is crucial before committing real money.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h3><span class=\"ez-toc-section\" id=\"Important_You_Need_a_Linked_Demat_Account\"><\/span><b>Important: You Need a Linked Demat Account<\/b><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h4><span class=\"ez-toc-section\" id=\"Smallcase_is_NOT_a_standalone_investment_platform_You_need_a_Demat_account_with_brokers_like_Zerodha_Angel_One_or_others_to_invest\"><\/span><span style=\"font-weight: 400;\">Smallcase is NOT a standalone investment platform. You need a Demat account with brokers like Zerodha, Angel One, or others to invest.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Your_stocks_are_held_in_your_Demat_account_NOT_with_Smallcase\"><\/span><span style=\"font-weight: 400;\">Your stocks are held in your Demat account, NOT with Smallcase.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Even_if_Smallcase_shuts_down_your_investments_remain_safe\"><\/span><span style=\"font-weight: 400;\">Even if Smallcase shuts down, your investments remain safe.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Conclusion\"><\/span><b>Conclusion<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h4><span class=\"ez-toc-section\" id=\"Smallcase_is_an_excellent_platform_for_investors_who_want_to_go_beyond_mutual_funds_and_explore_high-conviction_portfolios\"><\/span><span style=\"font-weight: 400;\">Smallcase is an excellent platform for investors who want to go beyond mutual funds and explore high-conviction portfolios.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span><span style=\"font-weight: 400;\">Key Takeaways:<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Start_with_free_portfolios_before_paying_for_premium_ones\"><\/span><span style=\"font-weight: 400;\">Start with free portfolios before paying for premium ones.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Invest_for_at_least_3-5_years_for_the_best_returns\"><\/span><span style=\"font-weight: 400;\">Invest for at least 3-5 years for the best returns.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Use_XIRR_to_track_real_investment_performance\"><\/span><span style=\"font-weight: 400;\">Use XIRR to track real investment performance.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Opt_for_Manual_SIPs_unless_you_have_a_stable_income\"><\/span><span style=\"font-weight: 400;\">Opt for Manual SIPs unless you have a stable income.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">\n<h4><span class=\"ez-toc-section\" id=\"Ensure_you_have_a_linked_Demat_account\"><\/span><span style=\"font-weight: 400;\">Ensure you have a linked Demat account.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<\/li>\n<\/ul>\n<h4><span class=\"ez-toc-section\" id=\"By_taking_a_smart_structured_approach_you_can_increase_both_your_risk-taking_ability_and_returns_while_keeping_your_portfolio_well-diversified_and_strategically_managed\"><\/span><span style=\"font-weight: 400;\">By taking a smart, structured approach, you can increase both your risk-taking ability and returns while keeping your portfolio well-diversified and strategically managed.<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n<h4><span class=\"ez-toc-section\" id=\"Happy_investing\"><\/span><span style=\"font-weight: 400;\">Happy investing!<\/span><span class=\"ez-toc-section-end\"><\/span><\/h4>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Hey there! If you&#8217;ve been following this investment series, you know we\u2019re all about leveling up our financial game &#8230; <\/p>\n<p class=\"read-more-container\"><a title=\"Learn About All Smallcase Strategies for Financial Freedom\" class=\"read-more button\" href=\"https:\/\/aktassociates.com\/blog\/learn-about-all-smallcase-strategies-for-financial-freedom\/#more-8236\">Read more<span class=\"screen-reader-text\">Learn About All Smallcase Strategies for Financial Freedom<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":8244,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[1684,1683,1682,1685],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Learn About All Smallcase Strategies for Financial Freedom | AKT Associates<\/title>\n<meta name=\"description\" content=\"Learn about all Smallcase investment strategies to level up your portfolio. 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