Inside smallcase

Investing the smallcase Way

Investing the smallcase Way
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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

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Investing the smallcase Way