Investing with Smallcases - Upstox Help Center

Investing with Smallcases

Understanding a smallcase

A smallcase is a portfolio of stocks that reflects a theme, idea, or strategy. It ranges from long term trends like rising middle class consumption or growi...
Thu, 3 Feb, 2022 at 11:36 AM

Discover Section? How to Search smallcases?

The first step to investing with smallcase is finding your smallcases. No recommendations or suggestions would be given on which smallcase one should buy. I...
Tue, 1 Feb, 2022 at 4:44 PM

Where can I find my saved smallcases? Watchlist

All your created/customized saved smallcases will be stored under ‘Drafts’.  You can click on the Watchlist Tab and navigate to the Drafts section to view ...
Tue, 1 Feb, 2022 at 4:47 PM

Investing in a smallcase. How to buy a small case?

After zeroing in on a smallcase, you can invest in it in a few clicks. You can choose to do this as a SIP or as a one-time investment. As an SIP: With SIP...
Thu, 3 Feb, 2022 at 11:43 AM

How to customize or edit a smallcase?

You can use an existing smallcase to start with, and customize the stocks (add or remove stocks), change weights and then buy. When you do this, you will no...
Thu, 3 Feb, 2022 at 11:49 AM

How to invest more in existing smallcases?

Once you have bought your smallcase, and want to increase your exposure to it - you can invest more in your smallcase From your Investments page, click on ...
Thu, 3 Feb, 2022 at 11:50 AM

How do I Add & Remove Individual Stocks in SIP?

smallcases are flexible instruments that can be managed at any time. You have the provision to buy & sell individual stocks or some shares using the Man...
Thu, 3 Feb, 2022 at 11:55 AM

What is repair and archive while reviewing order?

Repairing the batch helps you place fresh market orders for those stocks/ orders that weren't filled so your smallcase can be complete. Once you click ...
Thu, 3 Feb, 2022 at 12:01 PM

How to generate a EDIS-TPIN?

You can sell their stocks in real-time without giving us a POA through our electronic delivery instruction slip or eDis.  To do this you'll only need ...
Fri, 14 Oct, 2022 at 12:25 PM

What is rebalancing? Are rebalance updates applied automatically? Any Charges?

Every smallcase is reviewed & updated on a regular basis (mostly quarterly) to ensure the constituents of the smallcase continue to reflect the underl...
Thu, 3 Feb, 2022 at 12:08 PM