fbpx
Skip to content
  • Investing Insights
  • smallcase Rationales
  • Inside smallcase
  • Postweek Reports
  • Subscribe

Investing the smallcase Way

smallcase Discover
In spotlight
share: Icon-Whatsapp Icon-Twitter
Subscribe
Inside smallcase ,  

Investing the smallcase Way

smallcase
Author Anugrah Shrivastava
Published October 25, 2015
Mentioned
smallcase Discover
Share
Icon-Facebook Icon-Twitter Icon-Email
Reading Time: < 1 minute

smallcases are a new type of investment, completely different from what you would have observed and experienced in mutual funds, stocks or ETFs.

Direct ownership and customization

  • A smallcase is a pre-tailored portfolio of stocks, tied to a theme, providing desired exposure for it
  • With a smallcase you get direct ownership of all the stocks in the portfolio, unlike ETFs or mutual funds where you get fund units
  • With smallcases, unlike other investment avenues, you can add or delete stocks as per your preference or change the weights in the portfolio according to your needs. This ensures that a smallcase is a true representation of your thoughts and views about an idea

Diversification benefit with lower expenses

  • A smallcase is a portfolio of stocks, so you are never exposed to any stock-specific risk and get all the benefits of portfolio diversification

An expense ratio of 2% per annum can take out more than Rs 4,00,000 from your returns over a 10-year period, if you invest Rs 10 lakh and assume a 10% annual return

  • While saving on management fees, you can also save on brokerage commissions with smallcase. Unlike traditional brokerages, we don’t charge percentage-based commissions. Every smallcase can be bought with a very small fixed upfront charge

Greater Control and Tracking

  • With smallcase you get full control over the portfolio. You get to pick which stocks should be added or deleted, if rebalancing is required or not, and have full control over capital gains
  • Our platform also makes it easy to track your portfolio through customized indices, remain updated with all the news and events related to your investment, and rebalance with a simple click

Author

  • Anugrah Shrivastava

    Founder & Head - Investment Products at smallcase. Loves Fridays.

    View all posts

etfsexpense ratiomutual fundsstock investingstocksthematic investing
Icon-Facebook Icon-Twitter
Download App

Anugrah Shrivastava

Icon-facebook Icon-Twitter

Founder & Head - Investment Products at smallcase. Loves Fridays.

You may want to read

​
No-Image

Safeguard measures to comply with RBI’s overseas investment limits for Mutual funds and ETFs

No-Image

Latest policy update at smallcase

“The use of the Site and the Services is subject to the applicable laws and regulations and the terms of...

What are the tax implications of investing in smallcases?

  • Previous postUnderstanding Compounding Interest
  • Next postWhat is Thematic Investing?

2 thoughts on “Investing the smallcase Way”

  1. OM JEE RANA says:
    December 18, 2019 at 2:04 pm

    Process/How to invest in elss

    Reply
    1. Rahul Satish says:
      December 18, 2019 at 8:21 pm

      Hey there- there is no ELSS scheme in smallcases.

      Reply

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

You must be logged in to post a comment.

Welcome back to smallcase blog

New here? Create an account

Forget password
or sign in with

Sign in with Google

Register for this site!

Sign up now for the good stuff.

Lose something?

Enter your username or email to reset your password.

or sign in with

Sign in with Google

Your subscriptions

Weekly wrapup of all investment news and alerts from the markets

Lost your password?
  • smallcase – Invest / SIP in stock portfolios
  • About
  • Disclaimer
  • Twitter