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A Complete Guide on smallcase Charges and Fees

A Complete Guide on smallcase Charges and Fees
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We often pay various charges and fees to avail of services and use products we want. Similarly, there are certain charges and fees while investing in smallcases. If you wonder what these charges are for and why you are supposed to pay them, this blog covers it all. So, let’s get started with understanding all about smallcase charges and fees, shall we? 

smallcase Charges and Fees

At smallcase, we strive every day and night to make all the processes simpler, easier, and faster. Whether you are buying a smallcase or selling one, our aim is to make your transactions as simple as possible. 

And when we talk about hassle-free transactions, we try to inculcate the values of transparency and the best ethical practices. In the following paragraphs, you are going to understand all the fees and charges that you are supposed to pay while making any transactions with smallcase. 

So, let’s investigate further!

Subscription fee

The managers do extensive research before making any smallcases live on the platform. These managers are SEBI-registered and have years of experience in stock marketing and portfolio management. 

These smallcase managers do all the efforts on your behalf. So, you pay them some charges that are known as subscription fees. These smallcase fees are nothing but the charges that you are paying to smallcase managers for their research. 

Note: These smallcase fees directly go into the accounts of the managers. The managers themselves determine these charges, and hence, smallcase doesn’t intervene in this process.

Transaction fee

When you invest in the share market or any financial instrument, you need to have a Demat account. The same is required when you are investing in shares via smallcase. As of now, we have 18 registered brokers on the platform. 

So, whenever you place an order on smallcase, you are charged a specified amount of money. These charges come under smallcase transaction fees. 

These transactional smallcase charges are charged by your broker. Your broker ledger and equity contract note will contain specifics about these fees. It covers all fees associated with purchasing stocks or ETFs from your broker, as well as any additional fees the broker may levy. Since these smallcase charges are related to brokerage, the details of these fees are listed on your smallcase broker platform’s fee page.

Note: These charges go directly into the account of your broker, smallcase doesn’t intervene in this process. 

There are multiple transaction charges that you will come across while investing in smallcases. These fees are levied by your brokers, not by the smallcase. 

Some of them are listed below: 

  • Buy Order Charges
  • Invest More Charges 
  • SIP Charges 
  • Rebalance Charges 
  • Exit Charges 

smallcase BUY Order Charges

A “buy” order is the first permitted action on any smallcase. For instance, if a user is investing in a smallcase for the first time, it will be considered a BUY order transaction. 

In this transaction, a user will be charged 100 or 1.5% (including GST) of the investment amount, whichever is lower.

Invest More Charges 

An investor can anytime invest more amount in an already invested smallcase. While making such a transaction, a charge of ₹100 or 1.5% (including GST) of the investment amount (whichever is lower) will be charged by you.

smallcase SIP Charges

A Systematic Investment Plan (SIP) fee may have a minimum charge or frequency requirement. They are normally calculated as a percentage of the invested amount. 

While investing in smallcases via SIP, a charge of 10 or 1.5% (including GST) of the investment amount (whichever is lower) will be charged by you. 

Check out the table below to know about the exact charges that you need to pay in the event of a buy order, SIP order, or Invest More Order. 

Broker Buy Order SIP Order Invest More Order


₹100 or 1.5% of the amount invested + GST

₹10 or 1.5% of the amount invested + GST

₹100 or 1.5% of the amount invested + GST


₹100 or 1.5% of the amount invested + GST

₹10 or 1.5% of the amount invested + GST

₹100 or 1.5% of the amount invested + GST


₹100 or 1.5% of the amount invested + GST

₹10 or 1.5% of the amount invested + GST

₹100 or 1.5% of the amount invested + GST

ICICI Direct

₹100 + GST

(for investments equal to or above ₹4000)


₹100 + GST

Kotak Securities 

₹100 + GST

IIFL Securities

₹100 + GST

Axis Direct 

₹100 + GST



Angel One

Alice Blue 


Nuvama Wealth

HDFC Securities

Motilal Oswal

For the latest charges, please refer to the help article for your broking account.

smallcase Rebalance Charges

Rebalancing charges are typically associated with the cost of adjusting the portfolio holdings to maintain the desired asset allocation and risk level. 

As the value of individual holdings may change over time, periodic rebalancing can help ensure that the portfolio remains aligned with the investor’s goals and risk tolerance.

If you are investing in smallcases, be assured that smallcase doesn’t charge anything when it comes to rebalancing. 

smallcase Manage Order Charges

Since smallcases are flexible investment instruments, they can be managed anytime by a user. The ‘manage option’ gives the user the liberty to buy or sell some stocks or individual stocks. 

While making such transactions, you are not going to be charged anything.  It’s completely free. 

smallcase Exit Charges

Exit charges are typically assessed when an investor sells their holdings in a smallcase. These charges may be assessed as a percentage of the portfolio value, or as a flat fee per exit event. During the event of fully or partially exiting your smallcase, you are not going to be charged any exit charges. 

We hope you now have a clear understanding of all the charges and fees associated with smallcases. However, if you’re still confused about what fees and charges are in general and why you need to pay them, then hold on because we have got you covered! 

In the next few paragraphs, you are going to learn about the meaning and differences between fees and charges. Along with that, you will also understand why it is important for you to pay them. 

So, let’s dig deeper!

Meaning of Fees and Charges

Fees are charges that are assessed for the use or consumption of a particular product or service. They are typically a fixed amount or a percentage of the transaction amount, and they are usually disclosed upfront. 

Whereas, charges are expenses that are levied for a specific action or event. They are generally related to penalties, administrative or regulatory costs, or fees associated with third-party services

Difference Between Fees and Charges

Fees and charges are both costs that are associated with a particular product or service, but there are some differences between the two:

Fees are charges that are assessed for the use or consumption of a product or service. They are usually non-negotiable and are set by the provider of the product or service. 

For example, fees can be charged for account maintenance, investment portfolio fees, credit card usage, etc.

On the other hand, charges are expenses that are levied for specific actions or events. They can be fixed or variable, and they may or may not be disclosed upfront. Charges are usually negotiable and may be waived or reduced under certain circumstances.

For example, charges can be assessed for late payments, overdrafts, investment portfolio charges, foreign currency transactions, smallcase charges, smallcase brokerage charges, etc.

Why is it Important to Pay Fees and Charges?

It is crucial for customers to pay fees and charges because they enable financial service providers to deliver high-quality services, manage risk effectively, and maintain regulatory compliance.

By paying fees and charges, customers also contribute to the development of value-added services, such as research reports or financial planning advice, which can help them make more informed investment decisions. 

Moreover, the regulatory requirements ensure that financial service providers operate in a secure, compliant, and regulated environment. Thus, paying fees and charges is an essential part of a customer’s investment journey,

To Wrap It Up

While investing, you will come across various smallcase charges and fees, but there are NO charges levied by smallcase! You either pay subscription fees to the manager for their research or you pay the broker for transactional charges. 

Check out the assortment of smallcases we have on our platform – free smallcases and fee-based smallcases. Get started with any of them based on your preferences. 

Don’t forget to review all fees and charges before investing in any smallcase so that you, too, can take an informed investment decision.