Comment on Presenting smallcase 2.0
commented on
26 Oct 2018, 03:27 PM
Hi Kashi!
The Zerodha charges for OCIs would be 0.1% OR Rs. 200 per executed order for equity (whichever is lower). This is applicable the same way as buying stocks through Kite – individually for each stock. So, if you were investing Rs. 10,000 in a stock, you would be paying Rs. 10. So, if it were for 10 stocks in a smallcase assuming the same amount in each, the Zerodha charges would come up to Rs. 100.
For smallcases, there is a convenience fee applicable over and above the Zerodha charges:
For the All Weather Investing and Smart Beta smallcases (which you mentioned), there are no charges for buying and selling. Rs.50+9 (GST) is charged on each order of rebalancing, invest more, SIP and managing.
For all other smallcases (thematic, sectoral, model-based, Select, created/customized), there’s a flat fee of Rs. 100 + GST applicable at the time of buying only. There are no additional charges for investing more, rebalancing and managing your smallcase.