Smallcase Review – The complete guide to investing

Smallcase is a platform built by smallcase technologies, a Bengaluru-based company. 

It offers a basket of stocks/ETFs based on a particular theme, model, or strategy. SEBI-registered professionals create and manage the smallcases. 

Many brokers have implemented the idea of stock baskets. 

But this is the first initiative to have a dedicated platform used by many investors.

In this review, you will get clear insights on everything you need to know before investing in this idea.

Let’s dive into the Smallcase Review, concepts and key features of smallcase.

How does the smallcase concept work?

Smallcase uses its research team to frame algorithms and strategies. 

Then they build portfolios based on various themes. As the economic situation evolves, rebalancing and rotations happen.

Smallcase provides only the list of segments and the quantity of the stocks. The investment happens through the broker accounts. 

So, a brokerage account is mandatory to start investing in a smallcase.

Smallcase has partnered with more than 10 brokerages. 

They are Zerodha, Axis Direct, HDFC Securities, Kotak Securities, 5paisa, Trustline, Angel Broking, Upstox, Motilal Oswal, Edelweiss, IIFL Securities, and Alice blue.

Smallcase charges

Smallcase does not charge any handling fee for its platform. Depending on your broker, the standard brokerage charges are applicable. Smallcase has free as well as paid subscription portfolios. In the case of free portfolios, there are no entry and exit charges. Yet, other orders such as Invest more, Rebalance, SIP, and Manage are chargeable at Rs 50+GST.

For every smallcase purchase, there is a one-time fee of Rs 100+GST. This also includes created and customized smallcases. Besides, 18% GST is applicable over the charges. Apart from this, there are no extra charges for other orders.

Irrespective of the type of portfolio, you are chargeable if your investment is below Rs 4000. The charges include 2.5% of the amount invested + 18% GST instead of Rs 100.

Smallcase Rebalance

It is a method of reviewing and changing the weightage of the stocks based on the market conditions. SEBI Registered professionals handle the rebalancing every quarter/weekly. Rebalancing makes sure the theme/idea of a smallcase remains unaffected. 

Rebalance charges are Rs 13.5+GST for each stock sold. The charge is irrespective of the quantity of the stocks sold. For instance, if you decide to sell 1 share from 5 different stocks, your charges are 5*13.5+GST = Rs 79.65. But, this charge remains the same even if you sell 50 shares from 5 different stocks.

Smallcase or Mutual Funds? 

Here are some of the pros and cons of smallcase in comparison with mutual funds.


Low annual fee – Mutual funds charge an annual fee of 1.5 – 2% on the amount invested. But, the average fee of smallcase is only around 0.2%. Smallcase charges only when there is a transaction. 

Dividend benefits – Mutual funds, reinvest the dividends. Whereas smallcase deposits the dividend straight to your bank account.

No Lock-in period – There is no lock-in period in smallcase. You are free to exit your investment anytime. Some mutual funds have a lock-in period making it impossible for you to exit your investments.

Ownership and Transparency – In smallcase, you can customize your portfolio. You can add/remove stocks. You can view the stocks in the portfolio anytime. Your own the stocks in your Demat account. Well, in mutual funds, the ownership is with the fund manager. The stocks are visible once a month. And you only own the units of stocks.


Tax – You have to pay a brokerage fee and tax for every rebalance. In mutual funds, there is no need for tax payment when the fund manager rebalances the stocks.

Active involvement – Investing in smallcase involves regular portfolio monitoring and active investing. Mutual funds do not need any active involvement.

Now that we have weighed the pros and cons, should you invest in smallcases? And Also I will share Smallcase Review Complete Guide they help to increase your trust in this Stock Application.

Yes, you should if you have a long-term vision. A long-term investment is the goal of most smallcases. They yield good results in the long run. If you do not have a plan for the long term, then you should consider otherwise.

How to invest in existing smallcases

Smallcase has created more than 50 different stock portfolios. It has various themes for you to choose from.

  • Login to your smallcase account and click on the Discover tab.
  • Search for portfolios of your choice based on an idea or theme.
  • Check the stocks and weights of the portfolio that you have selected.
  • Once you are good to go, you can start investing by using your broker account.
  • You will have to pay a one-time charge based on your brokerage.

And Voila! you have done your smallcase investment.

Though smallcases come in a basket, it is very much customizable. You can add or remove stocks as per your preference. 

You can also custom create your smallcase. Let us see how we can do that.

Creating your own smallcase

Creating your smallcase is no rocket science. You can follow the below steps to create one.

  • Login to your smallcase account and click on the Create tab.
  • Click on add stocks and search for your preferable stocks (minimum 2) and add them to your segment.
  • Once you have created your segment, you can choose the weightage for each stock.
  • After adding the weightage, you can finally click on Invest now. You can choose to pay either as a one-time investment or SIP.

Smallcase screener

Smallcase screener helps you choose from a variety of well-performed stocks. This comes in handy when you are creating your smallcase. 

It has over 130 filters to shortlist the stocks. Some of the most used filters are Market cap, P/E ratio, and Close price.

  • Market cap is the total value of the company. Let’s say, a company that has 5 lakh shares sells at Rs 100. Then the market cap of the company is 5 crores.
  • P/E ratio is the value of market value per share by its earnings per share.
  • Close price is the average price of the stock in the last 30 minutes.

Best smallcases to invest

Before we explore some of the best smallcases to invest in, here are a few key factors to consider before choosing a smallcase. 

  • Subscribe to a smallcase, if the subscription fee does not exceed 3-5% of the amount you invest. This can yield good results.
  • Start using the core-satellite approach if you are a new investor. It can help you build a strong portfolio.  

  • Explore smallcases around themes like growth or dividends if you are good with equities.
  • If you are a seasonal investor, you can filter smallcases based on volatility and returns.
  • Also, You Can Read Smallcase Review much time before starting Investing.

Here’s a list of best smallcases to invest in:

Pharma Tracker

Smallcase Review

Pharma Tracker consists of stocks from Pharmaceuticals and Life science tools segments. It has a combination of large, mid, and small-cap companies. They has generated 52% returns in one year it is a medium volatile portfolio with a minimum amount of Rs 34,754.

IT Tracker

Smallcase Review

IT Tracker comprises software, IT, ITes, and consulting companies. These stocks make a major contribution to the IT sector. This is a medium volatile portfolio managed by Windmill Capital. The minimum amount of this small case is Rs 70,457. It has an annual growth rate of 25.51%.

Dividend Aristocrats

Smallcase Review

Dividend returns are very important for long-term investors. This portfolio has stocks from various segments. They include Paints, Cables, Financing, Housewares, Real estate, Chemicals, Oil, Gas, Tobacco, and IT services. These companies have shown consistent progress in dividends. The minimum amount of this basket is Rs 53,465 with a compounded annual growth rate of 21.70%.

Equity & Gold

This is a low volatile portfolio with equity and gold as its segments. The minimum amount is Rs 254 with an annual growth rate of 19.80%. The weightage of equity and gold is 70% and 30%. This smallcase invests in Nippon India ETF Gold Bees for gold.  It uses Nippon India ETF Nifty Bees for large-cap investment.

Realty Tracker

Realty Tracker has high volatility. It deals with real estate companies. These companies are efficient investors in the real sector. It has a minimum amount of Rs 9,518 and an annual growth rate of 20.96%. The market cap distribution is as follows:

Large-cap – 14.98%

Mid-cap – 53.57%

Small-cap – 31.44%

In addition to this, we have a full-fledged article on the top-performing small cases to invest in 2022. 

Now that you have a better understanding of small case Review and their features.

Let us know which of these smallcases have you already invested in? Or are planning to invest?

Disclaimer: For Educational Purposes Only. Check with certified experts before taking any investment decisions.

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