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Rise With India smallcase is an initiative from ETNow & smallcase Technologies to develop a basket of stocks of companies that will contribute to India’s growth in the next decade

The smallcase is created & managed by a committee of 6 individuals, with extensive experience in managing retail investor money. The stocks are selected & weighted every quarter to ensure diversification according to the methodology mentioned on the smallcase page

The Low-Cost version is a variant of the original smallcase, eliminating some stocks with high prices to make an affordable option for the same

There is no fee/payment required to invest in this smallcase. Depending on which brokerage account you use to invest, usual brokerage + transaction fees will be charged

A smallcase is a curated basket of stocks/ETFs* that reflects a certain objective (ideas, themes, strategies)

*ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

• You can buy smallcases on any of smallcase’s partner brokers. Select a smallcase, select your broker and invest in less than 2 clicks.
• smallcase Partner brokers are :
  • Zerodha, AxisDirect, Edelweiss, HDFC Securities, Kotak Securities, 5 Paisa and Aliceblue

Each smallcase has a different minimum investment amount that depends on the current prices of the stocks, and the prescribed weight for that stock in the smallcase. The minimum investment amount changes in real-time

You can set up weekly/fortnightly/monthly/quarterly SIPs on your smallcase that start at Rs. 5,000, however this can only be set up after you invest the minimum investment amount to start with

When you invest in a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also see current, total returns with dividends as well as individual performance of each stock

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing

Rebalancing is the process of ensuring the weights of the stocks in the smallcase continue to be true to the underlying smallcase strategy. The rebalance frequency is decided by the creator of the smallcase. You can update your smallcase in 2 clicks to ensure your smallcase is on track with the strategy.

To invest more in a smallcase from your Investments page, click on the smallcase you want to invest more in and click the Invest More button on the right.

No, with smallcases - you are essentially buying exchange listed securities which are exposed to market risks. Investing in market instruments involves risks and investments may lose value.

Also, the returns shown for smallcases are the historical returns. smallcases do not have any projected returns shown. Past performance does not guarantee future returns.

From the individual smallcase page, you can find the Exit option at the right under More Actions. You can then choose a whole exit (sell all the constituents of a smallcase and exit completely) or a partial exit (book some profits while maintaining the minimum amount).

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

Orders are unfilled under the following circumstances:

• No demat account linked with your trading account (A demat account is required to buy smallcases)
• Insufficient funds while placing the orders (even though a funds check is conducted when you place any order - prices might have changed resulting in a/some order/s not getting filled)
• If a stock is already sold on the broker platform, orders might be unfilled (If you have sold an stock directly via the broker platform, this does not get updated in your smallcases and hence results in unfilled orders)

Note: Partial Exit can only be done if you’ve invested more than the minimum amount into the smallcase.

Repairing the batch helps you place fresh orders for those constituents that were not filled so your smallcase can be complete. For stocks that are already sold on the broker platform, contact the support team to reconcile your holdings.

Archiving a batch excludes those stocks that you have unfilled orders for and completes your smallcase without placing fresh orders.

In this case, the smallcase will not be the same as the original version you meant to buy/invest more/rebalance/exit & will differ in composition & returns.

One of the payment method available to subscribe to a fee based smallcase is eNACH where an e-Mandate is created.

If you want to cancel your e-Mandate(s) linked with any of your fee based smallcase subscription, please drop an email to publisher.help@smallcase.com with the following details:

• Email used for subscription
• Subscribed smallcase Name

We will share the mandate(s) details in response to your request including the below:

• Mandate maximum limit
• Mandate Validity
• UMRN no. (Unique Mandate Registration Number)

To proceed with the cancellation of the mandate, we would require your confirmation by email after verifying the mandate and payment details. 

After receiving your confirmation, we will process the mandate cancellation and update you with the status within 72 hours.