A quick guide to the smallcase universe

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What is a smallcase?

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A smallcase is a collection of multiple stocks & funds that reflects a specific idea

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DIVERSIFIED BY DESIGN

With a minimum of 2, and maximum of 50 stocks, investing in a smallcase is less riskier than investing in individual stocks

When you invest in a smallcase, the underlying stocks are owned by you in your demat account & you have full control and earn dividends

OWNED BY YOU

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Who creates smallcases?

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smallcases are created & managed by professionals that are SEBI-registered research analysts & investment advisers

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They curate smallcases based on their research & insights and continuously monitor and regularly update their smallcases with periodic rebalances

How many smallcases are there?

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You will find over 200 smallcases on the app, each reflecting a certain theme, strategy or objective helping you craft your unique portfolio

Let's look at a few key use-cases that investors need for their long-term requirements 

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PARKING THEIR WEALTH

Getting started with investing in low-volatile smallcases

ASSET ALLOCATION | ETF-BASED

TAKING SECTORAL BETS

Investing in specific sectors & industries changing rapidly

SECTORAL TRACKERS

LARGE CAP STRATEGIES

SIP into India's largest companies that will continue to compound

SMART BETA | ETF BASED

THEMATIC EXPOSURES

Taking exposures to decade-long themes unfolding today.. 

LONG TERM THEMES

THEMATIC EXPOSURES

..or new shifts that are changing both India's and global landscapes

LONG TERM THEMES

What do you need to get started?

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Since smallcases are stock & ETF baskets, you would need a trading & demat account with a broker A trading account helps you buy & sell stocks, a demat account is where you hold your bought stocks India's leading brokerages offer smallcases, so you can use your existing account to invest

Is there a fee to invest in smallcases?

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Most smallcases have a fee that is charged by the creator of that smallcase This unlocks the underlying composition of stocks, gives you access to further rebalances and regular reports & webinars from the smallcase manager Your broker also levies brokerage fees & other charges when you place an order

What are my next steps?

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Select your first smallcase Invest one-time/lumpsum or start an SIP Track your smallcase anytime, anywhere Get notified when there is a rebalance update 

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Unsure where to start?

Psst.. draw on the wisdom of the crowds and look at popular favourites

All Weather helps you invest in equity, gold & fixed income with ETFs to give you a smooth start

Equity & Gold gets  you started at ₹300 with  asset allocation in stocks & gold ETFs

Have more questions?

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Book a personalized call with our experts to answer all your queries