Smallcases - Upstox Help Center

Smallcases

Smallcases: What are they and who uses them?

smallcases are contemporary investment instruments designed to construct a cost-effective, diversified portfolio for the long term. Each smallcase comprises...
Wed, 13 Dec, 2023 at 11:42 AM

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. Here are the steps to log...
Tue, 19 Dec, 2023 at 1:48 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 ...
Fri, 15 Dec, 2023 at 11:27 AM

What are charges for smallcases?

For each smallcase, users will incur charges of ₹100 or 1.5% (including GST) of the investment amount, whichever is lower. When investing in smallcases thr...
Tue, 19 Dec, 2023 at 1:36 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...
Thu, 4 Jan, 2024 at 12:01 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...
Fri, 15 Dec, 2023 at 12:50 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 - smallca...
Wed, 13 Dec, 2023 at 11:44 AM

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...
Wed, 13 Dec, 2023 at 11:49 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 ...
Wed, 13 Dec, 2023 at 11:52 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...
Wed, 13 Dec, 2023 at 11:54 AM