smallcase launches Mutual Fund model portfolios
smallcase, India’s leading model portfolio platform, today announced the launch of Mutual Fund model portfolios designed around specific investment strategies and goals such as growth, parking cash and multi-asset exposures.
With this launch, smallcase extends its portfolio-based investing approach beyond exchange-traded securities, allowing investors to build diversified mutual fund portfolios through a simplified experience.
Mutual Fund portfolios are constructed as baskets of direct mutual funds across AMCs and across categories such as equity, debt and hybrid which are designed to reflect different investment objectives, risk profiles and time horizons. Each portfolio is periodically reviewed, with updates made available on the platform to help investors stay aligned with the underlying strategy.
“Over the years, we’ve seen investors move from selecting individual products to seeking more structured portfolio approaches. Mutual Fund smallcases are a natural extension of this shift.
Mutual funds have long been a trusted investment choice for Indians. Mutual fund smallcases help investors move from choosing individual funds to managed investment strategies." said Vasanth Kamath, Founder and CEO, smallcase.
The offering is designed to address a key challenge in mutual fund investing: navigating the growing universe of funds and constructing a balanced portfolio. By combining multiple mutual funds into a single portfolio construct, Mutual Fund smallcases aim to simplify decision-making and rebalancing while retaining flexibility and transparency.
Currently, over 30 portfolios based on different exposures and use-cases including Fund Picks, Multi-Asset strategies, cash parking are available for investors to subscribe to and invest in via the smallcase app and the respective manager websites.
Investors can invest in mutual fund portfolios through both lumpsum & SIP modes using smallcase’s EOP (Execution-Only Platform).The experience is designed to integrate seamlessly with existing investment workflows, including tracking and updates.
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