Invest in ideas with smallcases
smallcases are modern investment products that help you build a diversified, low-cost & long term portfolio
A smallcase is a basket of stocks that reflects an idea
For example, Rising Rural Demand smallcase benefits from increasing rural consumption. You can invest in all constituent stocks in 1 click, track & manage your smallcase seamlessly & securely, with your HDFC Securities account.
Portfolio investing, done right
Diversify & lower your risks
Investing in multiple stocks protects you against volatility in a specific stock, making smallcases less riskier
Zero management fees
Pay fees only when you transact, unlike paying everyday with mutual funds. Lower fees mean higher returns for you
Stay in control
We don’t hold your stocks. You do. Earn dividends, view how each stock is performing & invest without lock-in periods
Build your long term portfolio with smallcases
All Weather Investing
Low risk investing with a smallcase of equity, fixed income & gold ETFs
A stable core for your portfolio
A recession proof smallcase with stable returns, making All Weather the right way to get started
Smart Beta Strategies
Large cap strategies with an aim to beat the markets in the long term
Best of passive & active investing
Smart Beta smallcases increases your return potential, without increasing your risk
Theme or Model Based
Choose from trending market themes & strategies that you believe in
High risk, high return
Invest in ideas around you or strategies of celebrated investors based on fundamental or technical models
Simple, quick & delightful investing for you
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Buy multiple stocks in 1 click
Place orders for up to 50 stocks in 1 click as a smallcase and save time
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Track smallcases anytime, anywhere
Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends
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Invest regularly with SIPs
Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter
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Create your own smallcase
Be your own fund manager & invest in your ideas by creating a smallcase of up to 50 stocks
Buy multiple stocks in 1 click
Place orders for up to 50 stocks in 1 click as a smallcase and save time
Track smallcases anytime, anywhere
Track & manage seamlessly with a real time index value, inclusive of corp. actions & dividends
Invest regularly with SIPs
Invest in a disciplined manner by starting a SIP on your smallcase for every week, month or quarter
Create a smallcase and invest in your ideas
Create a smallcase or choose from our line up of 30+ smallcases and place orders in 2 clicks.
Join a new wave of investors
Aadil Bandukwala
Take a bow! smallcase Platform is an incredible product! 🙏🏻 The ease at which you make equity investing happen - such a breath of fresh air!
Gaurav
OK! I found smallcase at this odd hour. ALAG LEVEL. Isn't it alike your own mutual fund?
Aakash Goel
First stock market investment today. in case you're a stock market noob like me, highly recommend smallcases!
Rupesh Malu
Agree "mutual funds sahi hai", but somehow started feeling smallcases better hai! ☺ What a product!
Kailashnath Koppikar
Yes! Innovative, easy, simple, convenient. Your very own mutual fund and you are the manager!
Frequently Asked Questions
- Understanding smallcases
- What is a smallcase?
A smallcase is a basket of exchange traded securities (like stocks & ETFs) in a specified weighting scheme to reflect a certain objective (ideas, themes, strategies). A smallcase has a minimum of 2 securities and a maximum of 50 securities.
- How is it different from mutual funds?
Unlike mutual funds, with smallcases you get:
• Cost Efficiency - No expense ratios or management fees
• Transparency - See what’s inside the portfolio
• Full Ownership - You buy the stocks into your account directly (not just units)
- How is it different from stocks?
Investing in a basket of stocks gives you diversification benefits that minimize stock-specific risk. Instead of picking stocks, you can invest in ideas you believe in with research-backed portfolios that are tied to relatable themes.
- What are the fees involved?
You are charged a one-time flat fee of ₹ 100 when you invest in a smallcase (no additional fees for further orders in the same smallcase). As an introductory offer, this Rs. 100 fee is waived off for the first 1,000 smallcase investments. Brokerage & other statutory fees are applicable as usual for all orders placed
- Investing in smallcases
- Which smallcase should I buy?
smallcases work best when used for long-term investing. So ideally, you should be investing in a smallcase whose theme/strategy you think will do well in long run. Additionally, you can use risk labels assigned to smallcases to find one that suits your risk appetite.
- How do I track my smallcases?
When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.
- Can I add or remove stocks myself?
With smallcases, you have complete flexiblity over your investments, so you can add or remove stocks anytime with the 'manage' option. However, please ensure that you don't sell any smallcase stocks directly on the trading platform.
- Are there any lock in periods?
There are no lock-in periods, so you are may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.
- Do's and Don'ts
- Start an SIP to invest periodically
Once you have invested in a smallcase, you can safeguard your investments from market volatility by starting SIP to invest more regularly. When your SIP instalment is due, you can confirm investing more in 2 clicks.
- Rebalance your smallcases regularly
Rebalancing is the process of ensuring the stocks & weights of the smallcase continue to be true to the underlying idea/strategy. You can apply rebalance updates to your smallcase in 2 clicks to ensure it is on track with the strategy.
- Do not sell stocks on broker platform
To ensure that your smallcase constituents are in sync with your holdings, please refrain from selling smallcase stocks on the trading platform. Any sell orders placed directly on the trading platform won't reflect in your smallcase.
- Don't let emotion drive investment decisions
You can assess how the theme that you have invested in is playing out and reap its benefits only when you stay invested for a long term. It's best to not base investment decisions on short-term fluctuations.