10 Best Smallcase Portfolios to Build Wealth in 2025

In 2025, smart investors are turning to Smallcase portfolios for curated, theme-based investing strategies. Whether you’re a conservative investor or a high-risk opportunist, there’s a Smallcase for you. These portfolios are thoughtfully built by experts and allow you to invest in a basket of stocks aligned with a specific idea, strategy, or theme.

Here’s our carefully researched list of the 10 best Smallcase portfolios for wealth building in 2025—each backed by real performance, strategy logic, and sector potential.

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1. Omni Bharat Defence Theme

• Theme: India’s growing defense sector and self-reliance push (Atmanirbhar Bharat).
• Returns: 3Y CAGR of 75.49%
• Risk: High
• Minimum Investment: ₹68,060
  Why it’s hot: With India focusing on indigenous defense manufacturing and increasing budget allocations, this sector is booming. A great pick for high-growth seekers.

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2. Green Energy Theme

• Theme: Renewable energy and sustainability revolution
• Returns: 3Y CAGR of 41.50%
• Risk: High
• Minimum Investment: ₹52,914
  Why it’s hot: From solar to hydrogen, India is all-in on clean energy. With global ESG goals, this Smallcase has future-readiness baked in.

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3. Alpha Prime Momentum Model

• Theme: Stocks showing strong momentum
• Returns: 2Y CAGR of 35.53%
• Risk: High
• Minimum Investment: ₹35,302
  Why it’s hot: It’s a momentum-based model that captures short-term outperformers. Great for active investors who like riding trends.

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4. Value & Momentum Model

• Theme: A hybrid of undervalued stocks and those showing price strength
• Returns: 3Y CAGR of 32.60%
• Risk: Moderate to High
• Minimum Investment: ₹42,000
  Why it’s hot: Combines two time-tested strategies—value investing and momentum. Great for balance-seeking investors.

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5. Top 100 Stocks – Quality Focus

• Theme: Large-cap stocks with strong fundamentals
• Returns: 3Y CAGR of 19.42%
• Risk: Moderate
• Minimum Investment: ₹4,706
  Why it’s hot: Blue-chip stability plus quality filter = long-term reliability. Perfect for conservative wealth builders.

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6. Smart Beta – Low Volatility

• Theme: Stable, low-volatility performers
• Returns: 3Y CAGR of 15.30%
• Risk: Low to Moderate
• Minimum Investment: ₹8,000
  Why it’s hot: Smart beta strategies offer smoother returns, perfect for risk-averse investors or retirees.

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7. Dividend Stars

• Theme: High-dividend-yield companies
• Returns: 3Y CAGR of 14.12%
• Risk: Moderate
• Minimum Investment: ₹5,500
  Why it’s hot: Regular income + potential for capital appreciation. Ideal for income-focused investors.

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8. India Infrastructure Growth

• Theme: Capital goods, infrastructure, power, railways
• Returns: 2Y CAGR of 29.05%
• Risk: High
• Minimum Investment: ₹12,000
  Why it’s hot: Government infrastructure push = multi-year tailwind. This theme is booming under India’s capex cycle.

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9. IT Tracker – Tech Pulse India

• Theme: Indian IT companies & digital transformation leaders
• Returns: 3Y CAGR of 18.70%
• Risk: Moderate
• Minimum Investment: ₹6,800
  Why it’s hot: AI, automation, and global digital spending are driving Indian IT’s next leg of growth.

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10. Affordable Housing Theme

• Theme: Real estate, home finance, and building materials
• Returns: 3Y CAGR of 21.25%
• Risk: Moderate to High
• Minimum Investment: ₹9,700
  Why it’s hot: PMAY and real estate demand make this a future-forward theme for wealth creation.

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Final Thoughts: Which Smallcase is Right for You?

Investor Type	Best Suited Smallcases
Conservative	Smart Beta, Dividend Stars
Balanced	Value & Momentum, Affordable Housing
Aggressive	Omni Bharat Defence, Alpha Prime Momentum
Income-seekers	Dividend Stars, Smart Beta
Long-term planners	Top 100 Quality, Green Energy

Pro Tip: Use SIPs in Smallcases for rupee-cost averaging and long-term compounding.

FAQs

Q1. Are Smallcases better than mutual funds?
Smallcases offer more transparency and control, but require active monitoring. Mutual funds are more passive and professionally managed.

Q2. How often should I rebalance my Smallcase?
Most Smallcases offer periodic rebalance notifications (monthly or quarterly). Always follow the manager’s rebalance guidance.

Q3. Is there any tax benefit with Smallcases?
No specific tax benefit. Gains are taxed as equity—STCG or LTCG depending on holding period.

Q4. Can I invest in multiple Smallcases?
Yes, diversification across themes is recommended for risk management and growth.

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Final Word

2025 is a dynamic year for Indian equity markets, and Smallcases are your ticket to targeted, theme-based investing. Whether you’re riding defense growth or banking on smart beta, the key is consistency and long-term commitment.

Choose wisely. Invest consistently. Let your wealth grow—theme by theme.