Smallcases - Upstox Help Center

Smallcases

Can I buy smallcase stocks directly on the trading platform?

Yes, you can. Since you can view the list of stocks & weights of a smallcase, you can buy the individual stocks on the Upstox trading platform. Other t...
Wed, 13 Dec, 2023 at 11:56 AM

Will the stocks purchased through smallcase reflect in my portfolio?

Yes, any buy or sell orders placed for smallcases will reflect in your portfolio on the next trading day. The stocks you buy through smallcase are credited ...
Wed, 13 Dec, 2023 at 11:57 AM

Is there a lock-in period for smallcases?

There are no lock-in periods for smallcases. smallcases are portfolios of exchange listed stocks that can be bought and sold anytime during market hours; he...
Fri, 15 Dec, 2023 at 10:46 AM

How do I receive dividends for smallcase stocks?

Any dividends declared for the stocks you hold in your smallcase will be credited to your bank account directly on the payout date. You should be able to fi...
Fri, 15 Dec, 2023 at 10:47 AM

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...
Fri, 15 Dec, 2023 at 10:55 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...
Fri, 15 Dec, 2023 at 10:58 AM

How do I find my saved smallcases?

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 y...
Fri, 15 Dec, 2023 at 11:21 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...
Fri, 15 Dec, 2023 at 12:27 PM

How to invest more in existing smallcases?

After purchasing a smallcase, if you wish to increase your exposure, follow these steps: Go to your Investments page and select the smallcase you want to ...
Fri, 15 Dec, 2023 at 12:31 PM

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 Ma...
Fri, 15 Dec, 2023 at 12:44 PM