Welcome to the future of investing

Invest in ideas
with smallcases

smallcases are modern investment products that help you build a diversified, low-cost & long-term portfolio.

Like a mutual fund but better

A smallcase is a basket of stocks that reflects an idea

smallcases are portfolios of stocks or ETFs, weighted intelligently to track a theme, strategy or objective

stocks

The Affordable Housing smallcase consists of stocks from the Real Estate, Housing Finance, Cement, Paints sectors that will benefit from the government's drive

Diversify & lower your risks

Investing in multiple stocks protects you against volatility in a specific stock

Zero management fees

Pay only when you transact, unlike paying everyday for mutual funds

Always stay in total control

Invest without lock-in & earn dividends directly in your bank account

stocks

Affordable housing smallcase has companies from Cement, Housing Finance, Paints etc. sectors that will benefit from government’s push

Everything you need to invest

Simple, quick and delightful investing for you

Crafted by
professionals

smallcases are built & managed by SEBI licensed professionals, using quantitative models & algorithms to screen & weight constituents

Learn more about smallcase research
Don’t take our word for it

See what other investors are saying

Satish Suggala@MindYoghurt

Finally got access to @smallcaseHQ and gotta admit, it's the most beautiful investment product I've ever seen.

5:28 PM - 6 Jan 2017
Aakash Goel@aakashlpin

first stock market investment today. in case you're a stock market noob like me, highly recommend @smallcaseHQ!

11:45 AM - 13 Jan 2017
Deepak Abbot@deepakabbot

One product that impressed me a lot in last 1 yr & also benefitted me personally is @smallcaseHQ - never got interested in markets earlier 🥇

7:58 AM - 24 May 2017
sampad swain@sampad

Lately, been playing w/ stocks & wealth mgmt apps. Amongst all,@smallcaseHQ is the shining star. Absolute recco on 💻 & 📱@vasanthkamath

9:40 AM - 4 Jul 2017
Gaurav@Pen_Fighter

OK! I found @smallcaseHQ at this odd hour. ALAG LEVEL. Isn't it alike your own mutual fund?

2:27 AM - 10 Jul 2017
Nithin Kamath@Nithin0dha

The best investment tech startup in India today.@smallcaseHQ hoping you guys are the catalyst to get the next million to the markets :)

12:16 PM - 15 Jul 2017
Bala Panneerselvam@iBala

@smallcaseHQ love your product! Kudos!

3:45 PM - 26 Jul 2017
Shruti Ghatge@s_ghatge

@smallcaseHQ! What a brilliant product. One of the best I've seen.

11:22 AM - 19 Sep 2017
Rupesh Malu@Rupesh_Malu

Agree "mutual funds sahi hai", but somehow started feeling smallcase better hai! ☺ What a product! Thanks @smallcaseHQ and@zerodhaonline !!

12:41 PM - 6 Oct 2017
Arpit Agarwal@arpiit

Felt like Buffett when I logged on to @smallcaseHQ today 😀 There are only two kind of ppl - those who have a Smallcase and those who will!

12:00 PM - 6 Nov 2017
Aadil Bandukwala@aadil

Take a bow @smallcaseHQ! What an incredible product! 🙏🏻 The ease at which you make equity investing happen - such a breath of fresh air!

9:03 AM - 4 Dec 2017
Vishant Pai@vishantpai

They way I am promoting @smallcaseHQ I won't be surprised if I am mistaken as their business development executive. Impressive product. Keep up the great work you are doing. Happy new year.

10:42 AM - 1 Jan 2018
Shankar Ganesh@_shankarganesh

Ladies and gentlemen, check out @smallcaseHQ. Even if you don't end up investing, you'll be impressed by how pretty it is! 😘

6:37 PM - 9 Jan 2018
Deepak Gupta@DeepakG606

Great way for those early to investing to get exposure to sectors/themes thru @smallcaseHQ. Well researched and easy to buy and manage portfolios.

1:07 PM - 16 Jan 2018
Nirant Kasliwal@NirantK

@smallcaseHQ has a good curation of equity under various themes, a great point to start your research

5:59 AM - 17 Jan 2018
Aamna Khan@_aamnakhan

Dividend tracker in @smallcaseHQ ! It keeps getting better :)

12:08 PM - 12 Mar 2018
Omkar Mishra@CSharpDFlat

Loved the Modules from @smallcaseHQ. Highly recommend if you are a newbie in to investing and finance

1:58 PM - 10 Jun 2018
Santosh Dogra@SanDogra

Had an Amazing experience on building own #theme based#portfolio And guess what i can customise the amount i want to #invest and where to #invest@smallcaseHQ @AxisDirect_In

12:18 PM - 7 Jul 2018
Jitendra Vyas@jitendravyas

Tried Stock investing first time by investing a small amount on@smallcaseHQ!

10:56 AM - 23 Aug 2018
freemarketbeliever@samdesai62

A very simple, low cost asset allocation solution using ETFs is to go for All Weather Portfolio offered by @smallcaseHQ

8:44 AM - 29 Aug 2018
Ayushi Singh Rathore@ayushirathore

Invested for the first time during muhurat trading. Adult feels max!@smallcaseHQ 🙌🏻

7:14 PM - 7 Nov 2018
Kanad Bandyopadhyay@BKanad

@hdfcsec Smallcases is a superb idea .. could have sent me an email at the time of its inception

8:22 PM - 3 Jan 2019
As seen on

We work with India’s most trusted financial brands

When you invest in smallcases, stocks you buy are held in your existing demat account. Get started with your trading account

Frequently Asked Questions

  • Getting Started
  • What do I need to start investing in smallcases?

    You need a trading and demat account with one of our broker partners to get started. Anyone who is at least 18 years of age can open an account by providing the necessary documents (PAN card, address, identity and bank account proofs)
    Don’t have a trading account with one of the supported brokers, open one today
    Open an account with 5paisaOpen an account with Alice BlueOpen an account with AxisDirectOpen an account with EdelweissOpen an account with HDFC SecuritiesOpen an account with Kotak SecuritiesOpen an account with Zerodha

  • Investing in for the long-term

    In past 2 decades, annualised returns show that equity has outperformed other asset classes, making it the best investment for long-term.  In long term, you keep emotions at bay so you don’t make hasty decisions. smallcases are ideal for taking long-term exposure (at least 3 years) to themes or strategies that you believe in.

  • Who are smallcases for?

    smallcases can be used by all investors irrespective of your experience:
    First Time Investors: Don’t pick stocks you don’t understand. Invest in readymade portfolios that are centred around familiar ideas instead.
    Mutual Fund Investors: Enjoy more flexibility & control over your investments at lower fees. With smallcases, everything is transparent
    Seasoned Investors: Take portfolio exposure to trending ideas & established strategies or create & manage your own portfolios with smallcases

  • How do I choose a smallcase?

    You should choose a smallcase with an idea that you think will do well in the long term.  Also, smallcases have risk labels - Low, Moderate & High, so choose a smallcase based on your risk appetite
    You can filter based on the type, investment amount, etc to find a smallcase that’s best for you. You can also build your portfolio with the core-satellite approach

  • Fees and Taxes

    The charges for investing in smallcases are as per the broker’s guidelines and only apply when you transact. Visit the help page on your broker platform for more information.
    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.

  • Understanding smallcases
  • How are smallcases better than mutual funds?

    smallcases and mutual funds both help you take portfolio exposure to equities, but unlike mutual funds, smallcases are:
    Transparent & Customizable - you can view stocks you are investing into & change them as well
    Direct Ownership - You buy the underlying stocks into your account directly
    Liquid - No lock-in periods, so you may exit anytime. But, smallcases work best when used for long-term investing
    Simple to understand - smallcases are built around relatable themes like Affordable Housing, Smart Cities, etc).
    Read more on how they are different

  • Why is direct ownership important?

    Unlike mutual funds where you get units of the fund, with smallcases, you invest in the stocks directly. You can buy or sell stocks anytime without any lock-in periods.
    While there is flexibility & control with smallcases, you should start SIPs and hold smallcases for the long-term (at least 3 years).

  • Benefits of investing in ETFs

    An ETF tracks an index (Eg: NiftyBEeS is ETF that tracks NIFTY).  So there is no need for active management as its performance is line with the index.  ETF expense ratios can be as low as 0.10% - meaning more returns for you.  Read more on why we chose ETFs for the All Weather Investing smallcase

  • How can I earn dividends?

    Dividends are awarded periodically by a company to investors out of its profits or reserves. They are additional gains over the capital gains on the stocks. With smallcases, all dividends declared are credited to your bank account directly. There are smallcases available that are centred around dividend strategies

  • Investing with smallcases
  • Watchlist and Drafts

    You can track the performance & risk a smallcase before investing by adding it to your watchlist. Similarly, when you create a smallcase, you can save them as drafts before investing to track how they perform. You can always edit your drafts.

  • Creating your own portfolio

    If you have a list of (up to 50) stocks that you like or have been recommended by a trusted source, you can also create your own smallcase. You can also save it as a draft to track its performance before investing.

  • Orders and History

    All orders placed for smallcases in the individual batches (buy, invest more, SIP, manage, rebalance, exit) can be found on the Orders page. If you expand a batch, you can see the quantities & prices of individual stocks.

  • Tracking a portfolio of stocks

    When you buy a smallcase, an index value of 100 is assigned to it. Say, after a year, your index value is 124 - meaning your smallcase has returned 24%. With the index value, you don’t have to track stocks individually. There are other performance metrics available at the portfolio level to give you more detailed insights