Investing with Smallcases - Upstox Help Center

Investing with Smallcases

What are charges for smallcases?

To continue serving a top-notch and seamless investing experience, there are a few updates on how smallcases will be charged on Upstox. From 21st November,...
Tue, 22 Nov, 2022 at 10:17 AM

How are smallcases taxed?

smallcases are baskets of stocks/ ETFs bought & managed together. The same taxation guidelines that apply for stocks also apply for smallcases. If y...
Thu, 3 Feb, 2022 at 12:10 PM

Will the brokerage be accounted for in the returns shown?

No, average purchase cost which reflects under the Portfolio section does not include the brokerage. Hence, the total as well as individual smallcase return...
Thu, 3 Feb, 2022 at 12:11 PM

How to create and save a smallcase?

Creating a smallcase can be done in just 3 steps. 1. Select your stocks & organize them by segments A smallcase is a weighted list of up to 50 stoc...
Thu, 3 Feb, 2022 at 11:47 AM

How to edit smallcases SIP?

You can buy a smallcase as a SIP or you can set up an SIP anytime after you have bought the smallcase as a one time investment. Buying a smallcase as a ...
Tue, 1 Feb, 2022 at 5:04 PM

How to sell or exit smallcases? How to sell or exit smallcases partially?

You can sell your smallcases completely or partially. Investors who have not submitted a physical copy of their PoA need to now authorize their sell orders...
Thu, 3 Feb, 2022 at 11:58 AM