Stop picking stocks you don’t understand
Invest in ideas with smallcases
smallcases are modern investment products that help you build a diversified, low-cost & long term portfolio
Top 250 Stocks
Stability of large caps combined with growth potential of mid caps
6M Returns
14.72 %
All Weather Investing
One investment for all market conditions. Works for everyone
3Y CAGR
12.87 %
Top 100 Stocks
India's most powerful companies in one portfolio. Solid stability
3Y CAGR
18.52 %
Equity & Gold
Create wealth with equities, stay protected with Gold. The sweet spot
3Y CAGR
19.26 %
What is a smallcase?
A smallcase is a basket of stocks that reflects an idea
For e.g., Rising Rural Demand " smallcase benefits from growing rural consumption. You can invest in all the stocks in 1 click, track & manage your smallcase seamlessly & securely, with your Zerodha account.;"
smallcases are the best way to invest in equities
Portfolio investing, done right
Diversify & lower your risks
Investing in multiple stocks protects you against volatility in a specific stock, making smallcases less riskier
Created by experts
smallcases are created by India’s leading finance experts backed by solid research
Stay in control
We don’t hold your stocks. You do. Earn dividends, view how each stock is performing & invest without lock-in periods
Ideas you won’t find anywhere else
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
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Growth Investing Strategies
Companies expected to exponentially grow their sales and profits
The best of growth and efficiency
Invest in companies that are expected to outperform the market and their industry
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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
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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 stacks
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 + GST when you invest in a smallcase (no additional fees for further orders in the same smallcase).Standard brokerage charges apply
Investing in smallcases
Which smallcase should I invest in?
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 invest in a smallcase, the index value is set to 100 on the day of investment - 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 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 periodicaly
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 shell 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.