Ionic Research by Angel One

We offer Smallcase strategy baskets with a selection of companies across sectors and market cap ranges., Currently, we are offering the EDGE Strategy which identifies high-conviction small and mid-cap companies where earnings momentum and valuation rerating can drive meaningful upside - while rigorously avoiding capital-eroding mistakes through disciplined quality, governance, and catalyst-based selection.

At Ionic, we believe wealth is built through discipline, not prediction., Our focus is on risk-adjusted returns - we do not chase performance, we construct for it. We identify the fundamental drivers of a business or asset class rather than trying to time the market, and let compounding do the work., Each basket is a distinct, purpose-built strategy, i.e. fundamental, quantitative, or otherwise, that can stand alone or combine into a broader allocation framework., Across all strategies, two principles are non-negotiable:, avoid the big mistakes and, invest with favourable risk-reward,

A smallcase is a curated basket of stocks/ETFs* 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.

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.,

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.

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.