smallcase | Stock & ETF portfolios by investment experts (2024)

FAQs

Does smallcase really work? ›

If you are investing under ₹1L into a smallcase with a subscription fee over ₹10k, your chance of making a return exceeding the market return net of costs is almost non-existent. As a rule of thumb, subscribe to a smallcase if your subscription cost will not exceed 3-5% of the aggregate amount you plan to invest.

Smallcases need higher capital as the investor needs to buy at least one share of each company to create a portfolio. Thus with lesser capital, one can achieve only limited diversification. Mutual Funds can allow investors to achieve diversification with much lesser capital.

Is a smallcase subscription worth it? This is subjective and depends on the individual investor's risk appetite and investment strategy. Both fee-based and non-fee-based smallcases are available on the platform / smallcase app. It is the smallcase manager who decides the cost of a fee-based smallcase.

The closest competitor to smallcase.com are equitymaster.com, indmoney.com and screener.in. To understand more about smallcase.com and its competitors, sign up for a free account to explore Semrush's Traffic Analytics and Market Explorer tools.

User can also partially exit an invested smallcase by withdrawing some amount from the smallcase. User can only withdraw amount upto the extent that the remaining amount in the smallcase is greater than the minimum investment amount of the smallcase, as per the current weighting scheme of the user's smallcase.

Smallcases usually have a lower expense ratio than mutual funds. Mutual funds have a higher expense ratio due to fund management fees and other expenses. Smallcases do not have an exit load or have a very low exit load. Mutual funds may have an exit load, which is a fee charged when investors redeem their units.

The minimum amount you need to start a SIP is Rs. 500 in most cases. However, at smallcase it starts from Rs. 294 only.

For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lumpsum amount(first buy and invest more orders) to your new or existing smallcase investment.

Who can avail smallcases? Smallcases are available to all customers with an Online account with Kotak Securities, including NRIs.

Who is the owner of smallcase? ›

PMF Convo #7 – Vasanth Kamath, Founder & CEO at smallcase.

In order to invest in a smallcase, you need to log in with your phone number and connect your broking or demat account. When you invest in a smallcase, the funds are deducted from your trading account, and the stocks and/or ETFs are credited to your demat account.

Market Volatility

They are often considered to be riskier than other investment options such as mutual funds due to low stability. Hence, investors should be careful before investing in smallcases.

Are smallcases riskier than mutual funds? Yes, smallcases are risker than mutual funds. Since smallcases invest across a limited set of stocks and focus on a strategy or theme, they are risker. On the other hand, mutual funds invest across many stocks and assets, thus creating a well diversified portfolio.

Open the smallcase you want to exit from your Investments. Click on Exit smallcase on the right hand side. Ensure Whole is selected under Confirm Exit Type.

You certainly can. Create a smallcase to invest like an expert in your ideas: Navigate to the "Create" section of the smallcase platform.

smallcase is backed by Rainmatter Capital, which in turn is backed by Zerodha, which also incubated the startup.