top of page

How Do I Choose a Smallcase?



If you’re wondering what a smallcase is in the first place, we’ve got you covered.


Smallcase is a platform that allows you to buy and sell stocks in predetermined combinations and quantities that may follow a theme or an idea that the fund manager wishes to express.


They have taken over the equity space, with many new age investors opting for the ease and affordability being offered by this platform - for investors and fund managers.


Now that the basics are out of the way, let's get into how you should choose your smallcase to optimise your portfolio, depending on what kind of investor you are:


Beginner

  • You might want to take it slow and start with an all-round, all-weather smallcase that encompasses an index-wide approach to investing

  • These have the right blend of diversification among equity, debt and gold, and you won’t have to lift a finger!

  • Click here to browse through some options

Intermediate

  • If you’re familiar with equities and how they work, you can upgrade to adopting a theme or a philosophy in your investing style

  • This could be driven based on Value, Growth or Dividend

  • Click here to browse through some options

Expert

  • These investors know all that there is to know, and hence can edit their portfolio based on returns, volatility, ticket size and other factors that suit their current investment style

  • Click here to browse through some options

Legend

  • These investors aren’t too happy with the smallcases available, hence they can just create their own!

  • Click here to know how to go about that

Why don’t we make it much easier for you? Just Rupeet - we have something for everyone!


Check out our selection of Rupeeting Equity portfolios, curated by experts who have over 50 years of combined investment expertise and have overseen the management of over Rs. 50,000 crore.


Recent Posts

See All
bottom of page