Comment on Introducing smallcase — Invest in ideas

27pin commented on 23 Sep 2016, 01:36 PM

Hi, I purchased two smallcases so far and the experience is quite good, thank you.

I have two suggestions:

1. Could you please include the option of partial redemption (exit) of a smallcase just like a mutual fund. For example if I want to reduce a holding of say 1.2 lakh in a smallcase by 20% which is about Rs. 24,000. I should not have to manually sell a few shares every single stock. That would be tedious. The system should auto-calculate how many share of which stock needs to be retained and allow me to sell the remaining shares with a single click.

2. Similarly if I want to make additional investment into a smallcase, it should be possible to invest in the smallcase by small increments (say 8000 which could be smaller than the minimum investment amount of say 20,000 ) once the smallcase value exceeds the minimum investment amount required for starting that smallcase. I understand that maintaining weightages might make this challenging but I am just suggesting that it should be done wherever possible.

The above two changes should make the process of readjusting portfolios similar to the experience for mutual funds.

View the full comment thread »