What is Smallcase?

Smallcases are a modern and innovative way to invest in the stock market. A smallcase is a professionally managed basket of up to 50 stocks that are intelligently weighted to reflect a specific theme, idea, or strategy. These baskets are designed to help investors easily gain exposure to a concept or model they believe in.

What Are Smallcases Based On?

Smallcases are centered around various themes and investing philosophies, such as:

• Trending market themes – e.g., rising rural demand, electric vehicles, or digitization.
• Financial models – e.g., zero-debt companies or consistent dividend payers.
• Risk profiles – tailored for aggressive, balanced, or conservative investors.

Are All Stocks Available for Smallcases?

Currently, only NSE-listed stocks are included in smallcases. Whether you're creating, managing, or customizing a smallcase, the portfolio will only consist of stocks listed on the National Stock Exchange (NSE).

Will My Smallcase Stocks Show in My Portfolio?

Yes, any stocks bought or sold through smallcase transactions will appear in your demat account and trading portfolio. The update typically reflects on the next trading day.

How Long Can I Hold a Smallcase?

There is no fixed holding period for smallcases. It's up to the individual investor to decide when to buy or sell based on the theme’s performance and market conditions.

Each smallcase is built through a well-documented research process, ensuring that the chosen stocks accurately represent the intended theme. Market fluctuations may cause short-term volatility, but these typically correct over time.

Investors are notified when:

• The core theme of a smallcase has fully played out.
• There are significant changes in the factors driving the idea or model.

How Are Smallcases Different From Mutual Funds?

Unlike mutual funds, smallcases provide direct stock ownership and full transparency. Key differences include:

• Exposure to trending market ideas (e.g., GST, Smart Cities).
• Backed by proven investing styles (e.g., Buffett, Graham, Greenblatt).
• Higher liquidity – you can sell individual stocks or exit the entire smallcase at any time.
• No hidden charges or exit loads – they are generally cost-effective.
• Personalized – you can customize smallcases to suit your investment preferences.

Conclusion

Smallcases combine the power of professional research with direct equity ownership. They offer a simplified yet dynamic approach to stock investing by enabling investors to participate in market trends, financial models, and strategies with ease and transparency. If you're looking for a more thematic and flexible way to invest in equities, smallcases are a compelling option to explore.