Smallcases - Upstox Help Center


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 o...
Fri, 15 Dec, 2023 at 12:53 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 underly...
Fri, 15 Dec, 2023 at 12:56 PM

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 yo...
Fri, 15 Dec, 2023 at 1:09 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...
Fri, 15 Dec, 2023 at 1:10 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...
Fri, 15 Dec, 2023 at 12:23 PM

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 SI...
Fri, 15 Dec, 2023 at 12:40 PM