About the smallcase

This portfolio is perfect for investors who want to start small and stay consistent with their investments, without compromising on diversification.

  • Built entirely using low-cost Exchange Traded Funds (ETFs) that track broad market indices, sectors, and asset classes.
  • ETFs offer the advantage of lower management fees, reduced STT (Securities Transaction Tax), and lower capital gains tax impact — resulting in a more tax-efficient investing experience.
  • Offers instant diversification across equity, debt, and gold — reducing risk while staying invested.


The biggest advantage? You can invest with a smaller ticket size and set up a Systematic Investment Plan (SIP) to automate your investing journey.

  • SIPs help build long-term wealth gradually while managing market volatility through rupee-cost averaging.
  • Suitable for beginners, salaried professionals, or anyone seeking a passive and hassle-free strategy.


With periodic rebalancing and dynamic allocation, the portfolio stays aligned with market trends and risk exposure.

  • The use of ETFs ensures transparency, liquidity, and minimal costs.
  • No active stock-picking — just a disciplined, rules-based allocation approach that focuses on consistency.


This smallcase makes investing easy, accessible, and efficient — whether you're just getting started or adding a reliable passive layer to your portfolio.

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Understand smallcase costs and returns