Smallcases - Upstox Help Center

Smallcases

Smallcases: What are they and who uses them?

smallcases are modern investment products that help you build a low cost, long term, and diversified portfolio. Each smallcase is a basket of stocks or ETFs...
Thu, 16 Feb, 2023 at 5:37 PM

How do I login into a smallcase with Upstox?

If you have a trading and Demat account with Upstox, you can get started with investing in smallcases instantly by logging in.   Don't have an Upstox ...
Thu, 3 Feb, 2022 at 5:42 PM

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, 16 Feb, 2023 at 5:34 PM

What are charges for smallcases?

For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount (first buy and in...
Thu, 29 Dec, 2022 at 5:37 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 a...
Mon, 5 Jun, 2023 at 6:23 PM

How to sell or exit smallcases completely or 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, 16 Feb, 2023 at 5:43 PM

What are the types of smallcases?

There are broadly 4 types of smallcases: Thematic - smallcases centered around trending market themes (Eg: Rising Rural Demand) Sector Trackers - smal...
Tue, 1 Feb, 2022 at 4:22 PM

Why are smallcases better than single stocks?

smallcases are the easiest way to buy & manage multiple portfolios of stocks. Our line-up of over 30+ ready-made portfolios that range from trending ma...
Thu, 3 Feb, 2022 at 11:28 AM

How are smallcases different from mutual funds?

smallcases are like mutual funds in concept since they provide portfolio exposure to equities. They are baskets of stocks/ ETFs that reflect an idea, theme ...
Thu, 3 Feb, 2022 at 11:29 AM

Are the returns guaranteed for smallcases?

No, they are not. With smallcases, you're essentially buying stocks which are exposed to market risks. Investing in market instruments involves risks an...
Thu, 3 Feb, 2022 at 11:30 AM