Priyanka, please don't ask only basic questions as tv media does in thier channel. If any small case claim 30% CAGR, the fund manager charges are around 15-25%, short term capital gain applies on stock wise not portfolio wise, investors sell all stock in rebalancing (broker charge, indirect tax and exchange charges, STT, etc. applies), and finally 15% capital gain of each stock. During rebalancing 20% amount can't use same (it means you have to pay 20% cash on each rebalancing). Overall, CAGR will not be same same claimed in smallcase page.
Priyanka, please don't ask only basic questions as tv media does in thier channel. If any small case claim 30% CAGR, the fund manager charges are around 15-25%, short term capital gain applies on stock wise not portfolio wise, investors sell all stock in rebalancing (broker charge, indirect tax and exchange charges, STT, etc. applies), and finally 15% capital gain of each stock. During rebalancing 20% amount can't use same (it means you have to pay 20% cash on each rebalancing). Overall, CAGR will not be same same claimed in smallcase page.
6k subscription fees for 6months mean if you hold for 5years means 60k subscription charges alone will incurr.. plus other statutory expenses.. so think what u want to do
Sir, I am regularly using Smallcasse. My investment is 25k. Smallcase is the same as buying basket stocks. my question is it advisable to Swing Trade Basketing. If we sell any particular single stocks then broker charges are more?
sir Alok Jain,how to exit from small case not clarified.if i joined one smallcase like momentum.can i exit fully in middle of the scheme please explain sir,