Ionic Research by Angel One

We are offering Smallcase strategy baskets with a selection of 20-25 companies across sectors and market cap ranges., The EDGE Strategy 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.

The Ionic EDGE strategy is designed with two fundamental principles:, Avoid the big mistakes: Investments that can cause large capital erosion., Invest with a favourable risk-reward: Earnings growth and scope for valuation expansion. We deploy a "Triangulation strategy" to this end., Triangulation Strategy, A unique approach that blends Fundamental study, Technical analysis and Smart money flows to invest across opportunities across sectors and market caps.

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.