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What is Smallcase and How Does it Work?

What Is a Smallcase?

To put it simply, a smallcase is a basket of stocks and Exchange Traded Funds (ETFs), clubbed together in various combinations by various fund managers, for us to invest in.

All you need to do is login using a de-mat account (check out our blog here to see whether your account qualifies), and you will be presented with options, ranging amongst various interesting themes, industries, and risk profiles.

There is a smallcase for everyone out there!

Why Smallcase?

  • Track where your money is invested within each smallcase, hence promoting transparency

  • No hidden costs or charges

  • No lock-in period

  • Backed by research that will be available for investors to peruse

  • Can buy or sell stocks in bulk by customizing your own smallcases

  • Timely rebalances in smallcases help in taking advantage of market situations

How Does It Work?

  1. Investing Using funds in your Trading account, you make a smallcase investment. Either begin a SIP or make a one-time, large investment. Your Demat account will be expanded to include all invested smallcase constituents.

  2. Tracking Under "Investments," you can monitor the performance of your invested smallcase, check your dividends, and assess your portfolio. Every stock's information are available, allowing you to always know where your money is.

  3. Managing Your investment is entirely under your control. Any stock in your smallcase can be added, modified, or removed at any time. Additionally, you can edit your SIP, view rebalance updates, and more.

How Does a Smallcase Subscription Work?

A smallcase subscription is a plan you buy to gain access to the constituents, the opportunity to invest in the specified smallcase, and regular portfolio updates like rebalancing. If you decide to invest in fee-based smallcases, you will require a subscription plan as an investor. This is to have access to the manager's ongoing research and portfolio updates. This charge is paid to the manager.

What’s The Fee Structure ?

There are basically 2 types of fee structures, AUM based and flat fee based. In AUM based the manager may charge a small amount upfront and then a small amount of the AUM is charged on a monthly basis.

In flat fee-based, the manager charges a fixed amount which is available in monthly / quarterly / half-yearly / yearly plans. This fee is to be paid before you can invest in the smallcase. It is available in periodic plans. All Rupeeting smallcases are flat fee based due to its simplicity.

Check out our selection of Rupeeting Equity portfolios on smallcase, which aim to outperform the market while charging the smallest fees. Our experts have over 50 years of combined investment expertise and have overseen the management of over Rs. 50,000 crore.

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