Smallcase: Building your portfolio just got easier on Upstox


You asked for it, so how could we not deliver? We are pleased to announce that you can now invest in smallcases with your Upstox account. For the uninitiated, a smallcase is a basket of stocks or /ETFs that are selected and weighted to reflect an objective, theme, or strategy. Still unclear? Allow us to explain. 

As with anything in life, it’s a good idea to have a strategy or plan when you start investing. We’re sure that you’ve heard of thematic investments. That’s when the stocks or financial instruments you select to invest in reflect a specific market theme such as Rising Rural Demand. In this case, your theme-specific portfolio is likely to consist of companies that stand to benefit from the increasing rural consumption. Now, instead of picking these stocks one by one, why not invest in well-researched & periodically reviewed stock baskets? This is where smallcases come into the picture. 

Perhaps, we could use another example. Now, who doesn’t like high returns with little risk on their investments?  ‘Smart Beta’ smallcases are ideal in this situation. These smallcases are a basket of large-cap stocks that are selected and weighted to beat the markets in the long term. One of them, the ‘Low Risk – Smart Beta’ smallcase, allows you to invest in large-cap companies at low risk. To check out its constituents, click here.

Would you like to earn extra income through dividends? smallcases have you covered. The ‘Dividend Aristocrats’ smallcase picks stocks that have consistently increased their dividend payouts over the past ten years. So, why wait? Check it out here.

There’s a smallcase for everyone

Although not rocket science, investment isn’t child’s play. If you swear by investing in stocks, you know that tracking the performance of each one of them is a herculean task. However, if you have all your favourite stocks in one smallcase, the problem is solved! You can even set up an SIP for smallcases.

What if you’re more inclined towards the comparatively safer mutual funds? We’re sure that you’ve looked at your mutual fund’s portfolio and longed to add one of your favourite stocks into it. Using smallcase, you can build your portfolio and also be your own fund manager. 

For the newer investors in the stock market, understanding and researching stocks is quite a challenge. With smallcases, you can invest in readymade portfolios that have been put together by SEBI-registered analysts. Perhaps, you could start your investment in the stock market using one of these smallcases.  Check this collection of smallcases that are ideal for new investors.

How are smallcases better?

You might wonder what the fuss around smallcase is all about. Well, let’s take it one by one. For starters, when you invest using smallcases, you own the stocks that you buy, and they reflect in your demat account. Unlike Mutual Fund units, with smallcases, you hold the stocks that comprise the portfolio. Benefit? For one, you can pick and choose what you want to do with the individual stocks that you now own. Importantly, you’re entitled to dividends coming from the stocks you purchase via smallcases. In the case of mutual funds, you don’t get any dividends. 

Next, your smallcases are highly configurable. Suppose you see that one of the stocks in your smallcase isn’t performing well, you have the option to remove or replace it. Third, there’s no lock-in period when investing via smallcases. This way, you get to sell the stocks you hold whenever you choose to. Finally, smallcases solve a crucial issue: systematic investment plans (SIPs) using stocks. This way, you get to accumulate your favourite stocks over a period of time.  

Above all, you don’t need to create a new account, so there’s no hassle of registering on a new app. Log in using your Upstox credentials and start investing right away!

Experience a simple, smart and personalized investing experience with smallcases! Explore all smallcases that are available on Upstox here. To understand how to get started with smallcases, click here.