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Model Portfolio: Small Cap

Investing in small cap stocks offers the potential for higher returns and faster growth compared to larger companies. Our Small-Cap Portfolio is carefully crafted to provide exposure to high-potential emerging businesses selected based on:
Strong fundamentals | Attractive valuations | Industry trends & scalability | Liquidity & management quality
This is a high-risk, high-reward investment strategy designed to outperform the S&P BSE 250 SmallCap Index over 3–5 years.

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29,999/-

Price

1 Year

Validity

High Risk

Risk Level

Why Choose  Model Portfolio: Small Cap?

01
Expert-Curated Portfolio

Each stock is chosen based on its potential for sustainable growth over a 3 – 5 year investment horizon.

02
Regular Portfolio Monitoring

Our experienced fund managers actively track stock performance to ensure the best possible returns.

03
Periodic Rebalancing

We periodically replace lagging stocks with high-potential ones, maximising your wealth-building opportunities.

With DSIJ's Model Portfolio: Small Mid Cap, you invest with a clear strategy, expert research, and the flexibility of direct stock ownership.

Advantages of the Model Portfolio - Small Cap

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Early-Stage Growth Potential

Invest in companies with the potential to grow into mid-cap or large-cap giants in the future.

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Higher Return Possibility

Small-cap stocks tend to outperform the broader market over the long term.

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Aggressive Growth Strategy

Ideal for investors seeking high returns and willing to take on higher risk.

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Sector Diversification

A well-balanced mix of stocks across multiple industries to reduce concentration risk

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Research-Backed Stock Selection

Our experts identify undervalued small-cap gems before they gain mainstream attention.

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Patience is key

small-cap stocks require time to grow, but they offer some of the most exciting long-term investment opportunities.

Why Choose DSIJ Model Portfolio?

Our DSIJ Model Portfolio offers the perfect balance between flexibility and professional expertise, ensuring that you have full control over your investments while benefiting from a disciplined, research-driven approach.

Key Benefit

01
Direct Ownership of Stocks

Unlike Mutual Funds or PMS, stocks are held directly in your demat account, ensuring complete transparency and no inter-scheme holdings manipulation.

02
Professional Research & Disciplined Approach

Our expert team follows a data-driven investment strategy, offering the same level of competence and discipline as Mutual Funds & PMS—without the restrictions.

03
No Exit Load or Lock-in Period

Invest and exit at your convenience, with zero exit loads or restrictions, giving you full liquidity and control.

04
Personalised Wealth Creation

With a structured 15-stock portfolio, you enjoy the flexibility of direct investing while following a long-term, expert-guided investment strategy.

05
Wider Investment Choices

Our model portfolios span multiple sectors and market caps, ensuring a diverse and adaptable investment strategy in changing market conditions.

Invest Smart, Invest with Confidence!

Choose DSIJ Model Portfolio to build a strong, future-ready portfolio backed by research, expertise, and transparency.

Speak to an expert

Facing any issue and can't find any solution? Don't worry, we are here to help. Leave back your details and we will connect with you. Also, your details will be safe with us.

Frequently Asked Questions

Questions on your mind? We have the answers for you!

Your subscription will be activated within 2–3 working days from the date of payment realisation.

The selected stocks will primarily be high-growth potential small-cap companies with strong fundamentals, attractive valuations, and scalability. These companies will have the potential to transition into mid-cap or even large-cap stocks over time. Stock selection will focus on:

  • Industry leadership potential
  • Consistent revenue & earnings growth
  • Strong management and corporate governance
  • Liquidity and trading volume
  • Competitive advantage and market positioning
  • Smallcap investing differs from midcap and largecap investing due to its higher risk and higher reward potential. While largecap stocks offer stability, small-cap stocks can deliver exponential growth over time but may also be more volatile. Patience is key, as these companies may take longer to realise their full potential. However, they provide a unique opportunity to invest early in emerging businesses that could become future market leaders.

    Your Model Portfolio subscription will include a portfolio of 15 carefully selected smallcap stocks. You can view the detailed investment rationale on your dashboard. The portfolio is reviewed quarterly, and rebalancing (if needed) is done to optimise returns.

    Once your subscription is activated, the stock recommendations will be available on your dashboard, where you can track your portfolio and any updates based on your risk profile.

    We advise you to act promptly on each recommendation. Keep a 5% margin over our recommended price in case the market moves rapidly after the recommendation. Additionally, ensure that your portfolio weightage aligns with the allocated portfolio.

    Since 1986, DSIJ has been committed to equity research, and we put our best effort into helping you protect your capital and generate wealth. However, stock market investments always carry risk, and returns cannot be guaranteed. The responsibility of investing lies solely with the subscriber. For details on our refund policy, please refer to the ‘Terms and Conditions’ section on our website.

    When you subscribe to our service, you gain access to a Model Portfolio managed by our research team. You are expected to replicate your investments in the same proportion as the Model Portfolio.Whenever there is a stock addition, exit, or rebalancing, we notify you so you can make the necessary changes in your own portfolio. This approach ensures that you can benefit from expert research and mirror the Model Portfolio for optimal investment outcomes.

    As per SEBI regulations, we can only collect advance fees for a maximum of one year. Therefore, payments must be made annually rather than as a lump sum for the entire 5-year duration.

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    DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

    Principal Officer: Mr. Shashikant Singh,
    Email: principalofficer@dsij.in
    Tel: (+91)-20-66663800

    Compliance Officer: Mr. Rajesh Padode
    Email: complianceofficer@dsij.in
    Tel: (+91)-20-66663800

    Grievance Officer: Mr. Rajesh Padode
    Email: service@dsij.in
    Tel: (+91)-20-66663800

    Corresponding SEBI regional/local office address- SEBI Bhavan BKC, Plot No.C4-A, 'G' Block, Bandra-Kurla Complex, Bandra (East), Mumbai - 400051, Maharashtra.
    Tel: +91-22-26449000 / 40459000 | Fax : +91-22-26449019-22 / 40459019-22 | E-mail : sebi@sebi.gov.in | Toll Free Investor Helpline: 1800 22 7575 | SEBI SCORES | SMARTODR