Smallcase

What is a smallcase?

A smallcase is a basket of exchange traded securities (like stocks & ETFs) to reflect a certain objective (ideas, themes, strategies). A smallcase has a minimum of 2 securities and a maximum of 50 securities.

How is it different from stocks?

Investing in a basket of stocks gives you diversification benefits that minimize stock-specific risk. Instead of picking stocks, you can invest in ideas you believe in with research-backed portfolios that are tied to relatable themes. No fees are charged for smallcase transactions. Standard brokerage applicable as per your broker.

Which smallcase should you invest in?

smallcases work best when used for long-term investing. So ideally, you should be investing in a smallcase whose theme/strategy you think will do well in long run. Additionally, you can use risk labels assigned to smallcases to find one that suits your risk appetite.

How do you track your smallcases?

When you invest in a smallcase, the index value is set to 100 on the day of investment - 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.

Can you add or remove stocks yourself?

With smallcases, you have complete flexiblity over your investments, so you can add or remove stocks anytime with the 'manage' option. However, please ensure that you don't sell any smallcase stocks directly on the trading platform.

Are there any 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.

Do's and Don'ts

Start an SIP to invest periodically

Once you have invested in a smallcase, you can safeguard your investments from market volatility by starting SIP to invest more regularly. When your SIP instalment is due, you can confirm investing more in 2 clicks.

Rebalance your smallcases regularly

Rebalancing is the process of ensuring the constituents of the smallcase continue to be true to the underlying idea/strategy. You can apply rebalance updates to your smallcase in 2 clicks to ensure it is on track with the strategy.

Do not sell stocks on broker platform

To ensure that your smallcase constituents are in sync with your holdings, please refrain from selling smallcase stocks on the trading platform. Any sell orders placed directly on the trading platform won't reflect in your smallcase.

Don't let emotion drive investment decisions

You can assess how the theme that you have invested in is playing out and reap its benefits only when you stay invested for a long term. It's best to not base investment decisions on short-term fluctuations.