Lamron Analysts
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Curated Stock Portfolios

smallcases are curated baskets of stocks that are managed by Lamron Analysts Research Desk.
Managed By

Soumitra Sengupta

SEBI Registered

INA300003772

Experience

20+

Investment Strategy

Factor Investing

Quantitative +1

  • Soumitra Sengupta has over 20 years experience in investing in India and US. He has designed and invested through quantitative systems. His forte is in identifying and tracking momentum and identifying longterm trends.

Soumitra has experience across domains including accounting, auditing, banking, risk management and investment management. This diverse experience helps him in designing the criteria for selection of smallcases

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01

Choose

Choose a suitable portfolio that matches your investment objective

02

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Subscribe to the portfolio to get access to the constituents and future updates.

03

Invest

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

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Frequently asked questions

What are the products offered?
We are offering the following products:, smartvalues - basic: which comprises of 4 equally weighted stocks from among Nifty constituents which meet the momentum criteria, smartvalues - weighted: a collection of stocks from among the Nifty constituents weighted in terms of its momentum profile. Concentration will not be more than 25% for each stock., smartvalues - large: selected nifty stocks for portfolios in excess of 5 lacs.,
What is their investment philosophy?
The investment philiosophy is to identify stocks from among the constituents of Nifty or Nifty Next indices or other sectoral indices which meet the momentum criteria of Lamron's models. The systematic approach involves trend following techniques with predetermined stop losses but no profit targets. This allow the system to ride long term trends to their fruition. We seek to identify and benefit from long term trends.
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 the smallcase manager. 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?
The smallcase manager 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 the smallcase manager'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.
How can I cancel my eMandate?
One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created., If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:, Email used for subscription, Subscribed smallcase Name, We will share the mandate(s) details in response to your request including the below:, Mandate maximum limit, Mandate Validity, UMRN no. (Unique Mandate Registration Number), To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. , After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.
More questions? Check out help section