To understand smallcases, let us look at a small scenario. Ever felt the need to invest in all stocks that follow a trend? For instance, the Government is focused on achieving a cleaner India with electric vehicles, so can you invest in companies that help create an electric vehicle? Yes!
Smallcases are also built on time-tested strategies and offer asset allocation investments to diversify your portfolio.
To sum up, smallcases are an intelligently weighted basket of stocks or ETFs that track an idea.
These smallcases are created and managed by SEBI-registered analysts. These analysts review smallcases periodically to ensure that they are in line with the original idea.
Smallcases are ideal for all kinds of investors!
If you are a new investor, you end up asking yourself what are the right stocks for you, how many shares should you buy of a stock, and finally, how risky are each of these stocks. Smallcases ensure that you don’t have to run pillar to post to find the right company to buy. The professionals do that for you. All you need to do is find the right idea and believe in it. So, smallcases are a great alternative to single stocks for new investors.
Seasoned stock traders usually buy many shares, which leads to multiple order execution. With smallcases, you add all the stocks & can create your own smallcase. Tracking is more efficient when they are in a basket.
The last kind of investors only need help getting started. Then they steer their portfolio in the direction they like. Such investors such as revising the stocks in the baskets, which is possible with smallcases!
So, not only are smallcases ideal for all, but it also offers complete control to you.
A lot goes into making any experience a great one. Especially with investing, as money is involved. Let's look at different features that could make your investing experience a happy one with smallcases.
Smallcases has no lock-in period. Like a smallcase? Buy it. Feels like the idea has matured or just want to cut your losses? Sell it, anytime.
Risk is the by-product that comes with stock investing. No one can invest without risk. So, you embrace it. How? Each smallcase has a minimum of two stocks or ETFs (ETFs are like mixed tape for stocks. It’s usually a collection of stocks that tracks an underlying index). All smallcases are diversified.
Diversification reduces risk, thus reducing risk in your portfolio.
When you dine outside, aside from paying for the food itself, there’s a service charge added along with taxes. Some restaurants charge more than others. This is true for equity products as well, but not for smallcases!
Smallcases come with zero management fees. You only pay tax & brokerage for transacting. These charges are levied even when you buy stocks. So, the research, the regular rebalances and everything else is available free of cost for you!
We have features for most real-life scenarios.
Find your smallcase helps you discover your ideal smallcase in just minutes. In addition to this, the smallcase platform has detailed filters to help you narrow down on your choice.
You can check the performance anytime! Additionally, smallcases are available on the Edelweiss Mobile Trading app. You can see how your smallcase is performing anytime, anywhere.
You can choose to partially exit your smallcase while continuing to invest in it with the prescribed weightage.
Invest more in the same smallcase with the amount of your choice.
Yes, they are. smallcases are periodically reviewed to ensure that they continue to reflect the underlying idea. You only need to apply rebalance to stay on track with your goals.
Portfolio Health helps you assess the risk in your portfolio and offers to rectify it, if necessary.
SIP is the low-hanging fruit for you. Set an amount & start SIP in your smallcases! Bonus: You can edit it anytime. Double bonus: smallcases range from ?500 to ?50,000.
Yes! Add/remove stocks in your smallcase & change their weightage according to your requirements.
Yes, of course. Add up to 50 stocks and create your smallcase. smallcase helps you build the ultimate DIY portfolio.
We hope this exhaustive list of features has brought you one step closer to exploring equity investing with smallcases. Rest assured, we will continue to add new features to make this experience even better for you.
Whether you’ve just started your career or are looking to retire, there’s a smallcase that’s pre-tailored specifically for your needs.
Do you love it when your favorite movie character makes a risky move but you don’t want to make such bold moves yourself while investing? We’ve got you covered. Check out the All Weather Investing smallcase.
It diversifies across three asset classes, which reduces the risk to your portfolio. It comprises ETFs that invest in equities, gold, and fixed income. Equity helps build wealth, Gold acts as a cushion during volatility, and Fixed Income provides regular returns.
If you’re looking to attain financial freedom and prepare for the future, you might want to invest in a low-risk portfolio that builds wealth over the long term, without you needing to be actively involved.
The Low Risk - Smart Beta smallcase has low volatile stocks that help you passively build wealth over a period of time.
If you’re an investor looking to take higher risk in your portfolio, we have something for you too! smallcases such as Value & Momentum and Growth & Income mostly comprise small-cap stocks that are highly focused on growth.
Who doesn’t want to earn a little extra income on the side? The Dividend Aristocrats smallcase comprises dividend-paying companies that have been consistently increasing their dividends over the last 10 years.
If you want to go above and beyond the smallcases we offer for you, don’t worry - we’ve made that possible for our #AtmaNirbhar users. You have the option of creating your very own smallcase & build the perfect #DIYPortfolio.
And it only takes 2 minutes. Add all the stocks you want to buy to a basket, personalize it (we love punny names), and you’re good to go!
We bring smallcases to you because we believe that ideas create, values protect and smallcases offer that! Investing in ideas you believe in is made possible in just a few clicks! Most importantly, there’s a smallcase for all kinds of investors. Whether you want to start your investing journey or be your own fund manager, we have you covered. So, what are you waiting for? Get started with smallcases!