Core and Explore smallcases by QED Capital

Solution driven and goal-oriented portfolios

Backed by research and performance, QED Capital’s smallcases are a systematic way to invest in “Core” and “Explore” portfolios and generate long-term wealth

Managed by

Anish Teli

SEBI Registered

INP000005075

Investment Strategy

Anish is the Managing Partner at QED Capital. He has been investing in Indian equities for over 15 years in a professional & personal capacity. After senior roles & successful Private Equity investments of more than $2 billion with ICICI Venture, Anish spent almost 3 years at Morgan Stanley Private Equity Asia, where was also part of the Investment Committee for one of the PE funds. In 2011, he decided to become an independent investor and focus exclusively on listed Indian equities. He is a Chartered Accountant and MBA, Finance from Indian School of Business.

Read Blog

“Investing can only be learnt, not taught” by Anish Teli

Read Blog

“Investing can only be learnt, not taught” by Anish Teli

Get started in

3 simple steps

Choose

Choose a suitable portfolio that matches your investment objective.

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

Invest

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

Easily track & manage your portfolio

Instant portfolio notifications

1-click portfolio execution

SIP to grow your investment

Seamless performance tracking

smallcases created for disciplined decision making and execution can bridge the Behavior gap, i.e, the difference between the Investment's and Investor's return

Bridge Behavior Gap by systematic investment

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Bridge Behavior Gap with smallcases

To bridge behavior gap, investment products should be simple to understand, priced transparently and easy to manage.

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Start a SIP to keep adding regularly to your investment

SIP is a behavioral investment technique to ensure discipled execution by tuning out the noise

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Rebalance smallcases periodically to manage risk

Regular rebalancing ensures your portfolio is in sync with your risk profile over the investment horizon

All your questions answered

Frequently asked questions

What are the products offered?

QED Capital offers the IndexAlpha smallcase, which we believe should be the “Core” of every investor’s long-term portfolio. It is a portfolio of passively managed Index ETFs which have a track record of out performing actively managed mutual fund portfolios primarily because of low cost and probability of picking an outperforming active fund consistently being lower than a coin toss i.e. less than 50%., Both these forces compound over the long run and lead to under performance by actively managed funds. This is a proven phenomenon both academically and in practice, globally and in India. Hence, we advocate that majority of your equity investment portfolio should comprise of passively managed index trackers.

What is their investment philosophy?

Investment products are a means to enable us to achieve our financial goals and they should be simple to understand and transparently priced. Our philosophy is that an investor’s long term portfolio should consist of a “Core” portfolio and “Explore” portfolio., We advocate that an investor’s “Core” portfolio should comprise of passively managed instruments like Index ETFs and “Explore” portfolio should comprise of actively managed instruments like equities. Our approach is to manage both these components with a systematic process to reduce investor biases. You can read more about these investor biases here

What is a smallcase?

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies), backed by the research of Indexalpha. 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?

Indexalpha 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 Indexalpha’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.