Invest
Investing in 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 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.
Disclaimer:
ICICI Securities Ltd. (I-Sec). Registered office of I-Sec is at ICICI Securities Ltd. - ICICI Venture House, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025, India, Tel No: 022 - 6807 7100. I-Sec is a Member of National Stock Exchange of India Ltd (Member Code :07730) and BSE Ltd (Member Code :103) and Member of Multi Commodity Exchange of India Ltd. (Member Code: 56250) and having SEBI registration no. INZ000183631. Name of the Compliance officer (broking): Mr. Anoop Goyal, Contact number: 022-40701000, E-mail address: complianceofficer@icicisecurities.com. Investments in securities market are subject to market risks, read all the related documents carefully before investing. Please note Brokerage would not exceed the SEBI prescribed limit. smallcase Technologies Private Limited (hereinafter referred to as “smallcase”) is providing technology solutions and related backend infrastructure to ICICI Securities for facilitating transactions in investment products. The paid/fee based smallcases have an access-fee to it that the client is required to pay in order to view the constituents of the basket and invest in them. The fees is being collected by ICICI Securities Limited for and on behalf of smallcase is towards the service fee charged by smallcase and same does not guarantee any returns or assurances on any investment/product availed by the client. ICICI Securities does not charge any fees to the clients for using smallcase, except the brokerage and other charges applicable for transactions executed through IDirect platform. ICICI Securities Limited will not be responsible for lost profits, revenues, or data, financial losses, direct or indirect, special, consequential, exemplary, notional or punitive damages. smallcase recommendations created by Windmill Capital Private Ltd or any other third party SEBI registered Intermediaries (herein referred to as ‘intermediaries’) are independent of ICICI Securities Limited. ICICI Securities Limited is only providing its clients a facility to use smallcase. Research views and recommendations are of the respective third party intermediaries alone and are nowhere connected to ICICI Securities Limited. Neither ICICI Securities Limited., nor any person connected with it, accepts any liability arising from the use of such recommendations. The recipients should rely on their own investigations and take their professional advice before investing in any smallcase basket. smallcase baskets created by intermediaries is on the basis of intermediaries’ research recommendation. It does not constitute a personal recommendation or take into account the particular investment objectives, financial situations, or needs of individual clients. Clients’ are advised to read small case fact sheet carefully and consult their investment advisor before investing at any stage of small case usage. smallcases are not an approved product of exchange and being provided by third party research provider on the smallcase platform. Any dispute related to this will not be dealt at exchange platform and thus, would not have access to Exchange investor redressal forum or Arbitration mechanism. I-Sec and affiliates accept no liabilities for any loss or damage of any kind arising out of any actions taken in reliance thereon.
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