Five Capital
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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Five Capital Research Desk

No. of complaints as per SEBI guidelines

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Received during the month

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Resolved during the month

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Pending at the end of the month

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Managed By

Devendra Bairathi

SEBI Registered

INA000004039

Experience

20+years

Investment Strategy

Quantitative

Devendra Bairathi is founder of Five Capital. He is passionate about quantitative investing and developed several algorithm based investing systems. He has more than 20 years of experience in investing, strategy and technology consulting. For more than a decade, he has been advising family offices, entrepreneurs and professionals using systematic algorithm based investing and trading systems. He has worked with Deustche Bank and Stern Stewart in investing and strategy consulting roles. He also worked with SAP and Infosys in technology roles. He is B.Tech (Gold Medallist) from IIT-BHU, Varanasi and MBA from ISB, Hyderabad.

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3 simple steps

01

Choose

Choose a suitable portfolio that matches your investment objective.

02

Subscribe

Subscribe to the portfolio & get access to the constituent stocks & weights.

03

Invest

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

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All your questions answered

Frequently asked questions

What are the products offered?
Five Capital offers various investing strategies built upon advanced quantitative and statistical methods. The strategies are differentiated based upon the universe of stock selection and the risk return profile., Fivecap_Bluechip_Smallcase: This strategy invests into Largecap companies from top 100 Largecap stocks listed on NSE. The Smallcase invests into top performing large cap companies with proven business models. , Fivecap_Growth_Smallcase: This strategy invests into mid and small cap companies from Nifty500. The Smallcase invests into high growth potential mid and smallcap stocks for long term investing.,
What is their investment philosophy?
We use quantitative investing methods for stock selection specifically focussing on price, volume and volatility followed by qualitative analysis. The five key pillars of investing styles are:-, · Investments into fundamentally strong companies, · Dynamic Asset allocation, · Diversification across asset classes and sectors, · Well defined exit plan for under-performing investments, · Risk analysis using Sharpe ratio and max draw down
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 Five Capital. 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?
Five Capital 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 Five Capital’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.
Are there lock-in periods?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
More questions? Check out help section