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Introducing smallcase

Curated stocks based on popular ideas

smallcases are ready-made basket of stocks/ETFs that track a theme, strategy or objective

  • iconExperienced by 70L+ users like you
  • iconCreated by SEBI registered experts
  • iconBuy upto 50 stocks in one click
side boomerang imgAnd you have full control,learn more

There is a smallcase for everyone

Explore smallcases by top managers

  • Green Energy

    Green EnergyFee based

    A portfolio of stocks, which will get benefit from the RE sector development. Rec amount > 4 lac

    Managed by Niveshaay

    A portfolio of stocks, which will get benefit from the RE sector development. Rec amount > 4 lac

    3Y CAGRMin. AmountVolatility
    77.41% 1,70,152High
  • Gulaq Gear 6

    Gulaq Gear 6Fee based

    Growth oriented concentrated portfolio for Aggressive investors (100% Equity)

    Managed by Estee

    Growth oriented concentrated portfolio for Aggressive investors (100% Equity)

    4Y CAGRMin. AmountVolatility
    59.36% 24,000High
  • APNA STAYVAN

    APNA STAYVANFee based

    Dipen Shah (25yrs exp) (SEBI = RA)'s unique price based strategy for Lumpsum + Sip invest and exit

    Managed by Stayvan

    Dipen Shah (25yrs exp) (SEBI = RA)'s unique price based strategy for Lumpsum + Sip invest and exit

    3Y CAGRMin. AmountVolatility
    58.72% 9,027High
  • Mid and Small Cap Focused Portfolio

    Mid and Small Cap Focused PortfolioFee based

    This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.

    Managed by Niveshaay

    This portfolio contains mid and small cap size companies available at reasonable valuations with strong market hold.

    5Y CAGRMin. AmountVolatility
    55.15% 86,559High
  • High Quality Right Price

    High Quality Right PriceFee based

    Invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs)

    Managed by Green Portfolio

    Invest in stocks that will benefit from Aatma Nirbhar Bharat theme! (Rec amt 5-10 lakhs)

    4Y CAGRMin. AmountVolatility
    49.58% 35,658High
  • Listed Venture Capital

    Listed Venture CapitalFee based

    Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

    Managed by Lotusdew Wealth

    Venture Capital style investments into small listed companies with quality governance board & quality earnings poised to grow

    5Y CAGRMin. AmountVolatility
    48.64% 70,505High
  • DiviGrowth Capital

    DiviGrowth CapitalFee based

    Invest in High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs)

    Managed by Green Portfolio

    Invest in High Dividend Yield and Growth Stocks (Rec amt 5-10 lakhs)

    4Y CAGRMin. AmountVolatility
    46.67% 57,645High
  • Wright ⚡️ Momentum

    Wright ⚡️ MomentumFee based

    Momentum investing: Aiming to capitalize on market trends for potential growth.

    Managed by Wright Research

    Momentum investing: Aiming to capitalize on market trends for potential growth.

    3Y CAGRMin. AmountVolatility
    46.39% 66,308High
  • Teji Mandi Multiplier

    Teji Mandi MultiplierFee based

    Concentrated portfolio of small and midcap stocks that are likely to show non-linear growth.

    Managed by Teji Mandi

    Concentrated portfolio of small and midcap stocks that are likely to show non-linear growth.

    3Y CAGRMin. AmountVolatility
    46.03% 44,411High
  • Wright 🌱 Smallcaps

    Wright 🌱 Smallcaps Fee based

    Small Stocks, Big Potential: Unleash the Wright Smallcaps Revolution.

    Managed by Wright Research

    Small Stocks, Big Potential: Unleash the Wright Smallcaps Revolution.

    4Y CAGRMin. AmountVolatility
    43.29% 74,659High
  • Frequently asked questions

    1. What is smallcase?

      smallcases are modern investment products that help you build a low-cost, long-term & diversified portfolio easily. Created by professionals, each smallcase is a ready-made basket of stocks/ETFs that reflects a theme, strategy or objective.

    2. Who manages smallcases?

      smallcases are created & managed by SEBI registered professionals who eat, sleep & breathe the stock market. The constituents in every smallcase pass stringent proprietary filters so that you don’t have to worry about making individual choices.

    3. How to invest in smallcases?

      A trading & demat account with any of our broker partners is all you need. Once you have chosen a smallcase, subscribe to the smallcase (only for fee-based smallcases), click the Invest now button & proceed.

    4. Who owns the stocks/ETFs?

      The stocks/ETFs are owned by investors directly in their demat account.

    5. What are the charges for investing in smallcases?

      For free access smallcases, there are no charges for investing in smallcases. However, for fee-based smallcases, there are subscription charges levied by the smallcase manager for accessing constituents and receiving regular rebalance updates.

      In addition, your broker platform applies transaction charges when you transact. Visit the help page on your broker platform for more information.

    6. What is rebalancing?

      Rebalancing is the process of reviewing the stocks/ETFs of a smallcase to ensure that it continues to reflect the underlying original idea. It takes into account fundamental factors, company updates, etc. to objectively narrow down on the right stocks/ETFs.

      Rebalancing is done by the research team/creator of the smallcase as per its schedule. It is not an automatic process; you would be notified on the platform as well as via email when a smallcase you have invested in has a rebalance update available. You can review the changes and apply the update in 2 clicks.

    7. How are smallcases taxed?

      For smallcases of stocks, the taxes are the same as equities - Long-Term Capital Gains (> 1 year of holding) are 10% of the total gains (if gains for the year exceed ₹1 lakh) and Short-Term Capital Gains (< 1 year of holding) are 15% of the total gains.

      For ETF smallcases, each ETF has its own taxation. Check the smallcase FAQs on your broker platform for a breakdown of the ETF taxes.

    8. Can I buy smallcase as a SIP?

      Yes, you can buy and start a SIP in a smallcase in 1 click. You'll see an option to start SIP while buying the smallcase. SIP can be auto or manual. In case of auto SIP, SIP orders will be placed automatically by deducting funds from your broking account. In case of manual SIP, SIP orders will have to be placed manually. We'll send you a reminder notification on the platform as well as an email on the due date; just confirm the payment and done. SIPs start for as low as ₹5k!

    9. Do you get dividends from smallcases?

      Dividends for any of the constituent stocks in the smallcase will be credited directly to your bank account.

    10. How to track the performance of a smallcase?

      Under Holdings tab of your Equity portfolio, Group by: All, smallcase will give you performance details of your invested smallcases such as current returns, realised returns, dividend returns etc. With smallcases, you don’t have to track the performance of your stocks individually.