What is Smallcase? - Know Investing Ideas via Smallcases

In our efforts to offer you the most seamless investing experience, we’ve partnered with smallcase. What exactly are smallcases? They are baskets of stocks or ETFs based on relatable ideas. They are professionally managed by registered entities or individuals. In just a few clicks, you get the benefit of diversifying your allocation across multiple stocks or ETFs. 

You also have the flexibility to tweak the model portfolio and weights before investing. There’s no minimum investment threshold for starting your first investment. You can start your investment for as low as a few hundred rupees!

What makes smallcases different?

• Easily invest in multiple stocks or ETFs in one go; no jargons.
• You invest in well-researched portfolios created by professionals.   
• You can track the performance of your smallcase, check dividends & more under the Investments page.
• You can add, edit, or remove any stock from your smallcase.
• Starting an SIP is as easy as 1...2...3 
• Review rebalance updates and edit SIP anytime!
• You are always in control of your money. You can exit at any time.

There is a smallcase for all kinds of investors!

Whether you are new to investing or are a pro at it, there is a smallcase for you. Get access to over 40+ portfolios that reflect trending themes, market strategies or specific objectives. Let’s understand with some examples.

Thematic investing

In line with the popular adage `There's always a bull market somewhere’, one can opportunistically invest in a theme that’s slated to do well and benefit from it; But finding the right stocks and getting their weightage correct can be difficult. That’s where smallcases have your back! For instance, you can invest in companies that could benefit from the electric vehicle boom with the Electric Mobility smallcase.

Strategy-based investing

Believe in a particular investment strategy? We even have ideas based on popular investment models to choose from. For example ‘The Naked Trader’ strategy, which is based on trading expert ​​Robbie Burns’s criteria. Regular rebalance updates ensure that the portfolio stays true to the strategy that it is based on.

Objective-based investing

Do you have a financial goal you’re gunning for? We offer a host of options to suit your specific investment objectives. For example, the Dividend Aristocrats smallcase which provides exposure to high dividend yielding stocks. Dividends constitute an additional stream of income over and above capital appreciation. This strategy is suitable for investors who need a regular income from their investments.  

Investing in ETFs

ETFs (Exchange Traded Funds) are highly liquid funds that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

With just a few clicks, you can take exposure to ETF-based portfolios and get the benefit of diversification at a low cost. For example, the All Weather Investing smallcase provides exposure to 3 asset classes--equity, debt and gold; ensuring that your portfolio has the right allocation in each asset class at the right time.

You can easily filter smallcases based on your choice and start investing via your ICICI Direct account.

A platform built around your needs

Invest

You can choose a smallcase based on a theme that you are positive on, invest in it in a few clicks and own multiple portfolios in your ICICI Direct investment app account seamlessly.

Create

Have an idea of your own? You can easily create your own smallcase portfolio from scratch and hold the respective stocks in your ICICI Direct account.

Track Performance

Go to the Investments page to check out how your smallcase portfolios have performed.

Start SIPs

Add consistency to your investing with SIPs and enjoy the benefits of compounding. You can also edit the frequency of SIPs at any time.

Manage your portfolio

Add/remove stocks in your portfolio & change their weightage according to your requirements.

Rebalance

Periodically reviewed to ensure the smallcase continues to reflect the underlying idea.

Partial Exit

Need money for an emergency? You can choose to partially exit your smallcase while continuing to invest in it with the prescribed weightage.

Fees

All of the above for a one-time flat fee of ₹ 100 + GST when you invest in a smallcase (no additional fees for further orders in the same smallcase). Standard ICICI Direct brokerage charges apply.

Invest in relatable ideas with smallcases.

Discover smallcases