smallcases on Edelweiss

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

What is a smallcase?

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 Edelweiss 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

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

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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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

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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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Don’t take our word for it

Join a new wave of investors

Become a better investor

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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 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?

    There are no extra fees for your investments in smallcase. Brokerage & other statutory fees are applicable as usual for all orders placed. Minimum brokerage charges are waived off.

  • 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.