Presenting smallcase 2.0
2 years ago, on this day — we launched the smallcases Platform. Thank you for being part of the smallcase community; for investing with us, spreading the word, and sharing the love.
All the time, we have learned a lot from you as a team & business. These learnings about the product, the experience, the research & smallcases continue to evolve. It’s in this spirit, we’re launching the new smallcase Platform with Zerodha. Check it out here — https://smallcase.zerodha.com.
It’s not just a fresh look, we have made it simpler, neater & more intuitive, based on your feedback & suggestions.
Dashboard
The first thing you will notice about the new Dashboard is the Investment Insights section, which provides you the next steps in your smallcases journey. The information shown is based on indicators like valuation, recent performance, news, popularity & more for smallcases in your watchlist & portfolio. This section will continue to get increasingly relevant & personalized over time.
Investment Insights on your Dashboard
You will also see all pending actions for your smallcases — Buy Reminders, SIPs due, rebalances pending on the right hand side.
smallcase as an Instrument
From both the feedback we have got, as well as studying how investors hold & perceive it, a smallcase is viewed as a long term investment product— a low-cost, transparent alternative to an equity mutual fund.
To reflect this, we have made some changes to the smallcase Profile page —
smallcase Profile Page for the IT Tracker
- Displaying the CAGR — the Compounded Annual Growth Rate for a smallcase indicates the yearly return generated by the smallcase on an average from its date of inception. CAGR represents the smoothened annualized gains of a smallcase since its inception. Time horizon for each smallcase is between today & its inception date. This implies that an investment in the IT Tracker on 3 March 2014 would have generated a yearly return of 15.01% on an average.
- Showing Risk Level — Stocks in a smallcase move up & down on a daily basis, resulting in fluctuations in the smallcase’s index value — the risk level (Low, Moderate, High) refers to the expected fluctuation in the index value compared to Nifty.
- Historical Performance of SIP — In the Past Performance section for a smallcase, there’s a SIP variant for the graph which shows the returns generated if you had invested in it via a Systematic Investment Plan each month for the time period.
Investments, Watchlist & Drafts
Placing orders for your smallcase is now seamless, and the flow can be triggered from any page.
Your drafts are now part of your Watchlist, where you can also see the returns of that smallcase since you last edited the draft/added it to your watchlist and invest in it in few clicks.
The Investments page also shows you any pending actions (SIP due, rebalances pending) upfront, where you can act on them instantly.
The Investment Details for your invested smallcases now shows you how your smallcase is doing along with the constituent stocks and their performance — and you can start an SIP, invest more, add/remove stocks in just 3 clicks from the same page.
Changes in smallcase Fees
All smallcases are now on a flat fee structure of Rs. 100 + GST, including the Select smallcases (earlier priced at Rs. 200 + GST).
smallcase 2.0 Roll-out
These changes have been rolled out on web here & Android. The iOS app is currently live to track your investments, with the full-fledged app coming in the next few weeks.
We’re releasing the new version as an open beta — we would love for you to check the new experience and let us know your thoughts, feedback, suggestions & issues, if any in the comments below, or at [email protected] so we can squash the bugs and improve the experience before we do away with the current version at the end of this month.
Stay tuned for more improvements & smallcases coming in the next few weeks, we’ll keep you posted on all of them. To each & every one of you (over 1,50,000 strong now), thank you for trusting us.
Happy investing,
Hw can i rename my small case name
Hello Sir
There is BUG in calculation of Avg. Buy price for Smallcase as below
I purchased ADANITRANS on Kite on 15 Oct at 288.90 and Qty is 70 so for kite holdings my buy avg should be Rs. 288.90 Now again on 14 Jan i purchased ADANITRANS via SMALLCASE at Rs. 441.05 and Qty is 49 so for smallcase holding , my buy avg should be Rs. 441.05 but in smallcase holding zerodha is showing buy avg as Rs. 351 which is wrong because for smallcase i got it at 441 and at kite i got at 288 so zerodha should show buy avg as per that and should NOT cobmine smallcase and kite holding, its wrong calculation because when i see my smallcase holding report , i saw 34% hike over buy avg of Rs. 351 which is wrong because i purchaesed via smallcase at 441 , so how come it rised 34%? Please correct this buy avg as per source of purchase so that calculation on rerturns are correct in zerodha
My small case holding is showing in zerodha kite,and I exit some of my stocks from kite by mistake,so it is a loss for me,or I have to do all my activities on small case, please reply, whether I lost my all profit
Hey Sachin, you’ve simply sold your stocks. Wether you do it from Kite or smallcase, doesn’t matter.
when are you going to add BSE stocks in smallcase?
Hi,
I am having an trading ac with Zerodha, how we should start invsting in this scheme. pl let me know more on this
CAGR is mentioned since it started. Is there any way to find out CAGR for any desired years ?
And isn’t here any concept of it’s value (like NAV)?
Hi Bhishm, sorry for the late reply – NAV equivalent is the index/smallcase value displayed on the smallcase page after logging in – it starts at 100 at inception date
I have my Zerodha Account. But I am unable to login with Zerodha Kite. Login with Kite option only I selected. Kindly rectify asap.
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.
What would be the total cost to a OCI (non-citizen) for a smallcase through Zerodha?
Would like to know the sample breakdown for (say) Quality Smart Beta (currently having an Index value of INR 545.96)
Am confused because:
Zerodha site says it charges INR 200 per executed order ++ GST ++ Stamp Duty. Is every stock in Stock&Weight considered to be individual orders?
What happens at re-balance? Would I be charged again?
smallcases cost INR 100 + GST. Is it irrespective of the quantity of smallcases?
Regards,
Kashi
Sir charges of Rs 100 is one time or every time we invest.
Hi Anurag! For all smallcases (except All Weather Investing and Smart Beta smallcases) Rs. 100 + GST is only applicable when you first buy the smallcase. No additional charges for investing more.
I would like to get an answer on how weightage is maintained in a smallcase under Sip. Is there any inherent alogarithom which calculates the weightage as the prices of stocks go up or down during a particular period. Please explain with reference to a smallcase like PE list in which one has plans to invest for long term say 15years.
Regards
Hi John,
Once you invest in a smallcase, the weighting scheme is adjusted as per the price movements. Let’s say you bought a smallcase with 5 stocks A, B, C, D and E each having a 20% prescribed weight.
After investing, say, the price of Stock C and Stock E increased a lot, it might happen that your weighting scheme will become 15,15,30,15,25. So the minimum investment amount that you see while investing more will be as per this weighting scheme.
Hi,
If i created one smallcase of IT sector and after increase shares value. Can i sell whole smallcase within 2days or i have to wait for certain period. Can i sell one of smallcase. And add another share.
2 How the tax calculation done. Can i get tax report as i receive in equity trading in kite.
3 Can i get P&L statement of each share in smallcase.
4 i am concern with report of P&L for Income Tax. It must be get in format to easy understand.
Hi Ravindra! There are no lock-in periods, so may exit your smallcase anytime – even within 2 days. You can also add/remove stocks from your smallcase anytime by going to Investments > smallcase > Manage under smallcase constituents
2. The tax calculation for smallcase stocks is also included in your tax P&L on Q – same as the stocks you buy directly on Kite.
3. On the smallcases platform, you can track the P&L for your smallcase as a whole as well as for individual stocks that are in your smallcase currently. For the overall P&L for each stock, you can refer to your P&L statement on Q.
4. Got it. The format for the tax P&L is the same as the other stocks you buy directly on Kite.
Hi
I have the following queries on the smallcase investment.
1. How is the Rs.50/- charged on SIP? Is it charged for every month SIP investment or only at the time of starting the SIP?
2. How is the brokerage charged on smallcase investment by Zerodha? Is it free because of the investment is delivery based equity?
Appreciate your response.
Appreciate your response
Hi Vimala! Addressing your queries in order:
1. How is the Rs.50/- charged on SIP? Is it charged for every month SIP investment or only at the time of starting the SIP?
Rs. 50 + GST on SIP is only applicable for All Weather Investing and Smart Beta smallcases. There’s no fee for setting up an SIP. Rs. 50 + GST applicable on each SIP instalment that you pay up.
2. How is the brokerage charged on smallcase investment by Zerodha? Is it free because of the investment is delivery based equity?
Since smallcase transactions are delivery based, there would be no brokerage applicable.
Is the fee of Rs.100 one time or on purchase of every small case?
For all smallcases (except All Weather Investing and Smart Beta smallcases), Rs. 100 + GST on the purchase of each smallcase, but only once per smallcase.
Say, you invest in the Electric Mobility smallcase, you would be charged Rs. 100 + GST when you first buy it. There are no additional charges for investing more, setting up SIP of rebalancing this smallcase. Post this, if you invest in the Magic Formula smallcase, Rs. 100 + GST would be applicable again.
Note: All Weather Investing and Smart Beta smallcases, have a different pricing. You can read more here – https://zerodha-help.smallcase.com/fees-and-taxes/charges-for-smallcases
Hi,
I am having my own portfolio scripts. Can I create a Small case and add these stocks?
Hi Murali, import stocks to a smallcase isn’t there yet – you’ll have to create a new smallcase for this
Hi Vasanth,
Is there any plan to include this feature in coming days?
Hi Murali,
We don’t have this in feature in our roadmap for the near future. But we’d love to understand this better so we can pass on your feedback to the concerned team. Do drop us a mail at [email protected]
Which smallcase is better for long term sip for a period of 10 to 15 years? Is sip on canslim model smallcase worth in the longterm since in canslim model ,entry level is important.Your comments please
Hi Shaji
Have you checked our smart beta smallcases launched this week? These are strategies built using the top 150 market cap stocks, however weighted in a intelligent manner with an objective to beat the markets in the long term – try it out here https://smallcase.zerodha.com/collection/582dc0f6550ff79c82b410fa
Your customer service is very poor
Hi Kuldeep! We’re sorry to hear that 🙁 We’d like to understand more on how we can improve. Write to us at [email protected] with your feedback, we’d love to hear from you.
Hi
Hi Niranjan. Do you have any questions regarding smallcases? I can help with that 🙂
I have exited all Small cases but every month I’m being charged 100 rs. How to know for which small case I’m being charged
Hi there! There are no monthly charges for smallcases. You might have an active screener Pro subscription which is why you’re being charged monthly. You can end your plan by going to https://screener.smallcase.com/plan and choosing ‘End Plan’. If you have any trouble doing so, write to us at [email protected]
Hello,
Thank you for the revamped version of new smallcase. It’s indeed a good improvement especially the inclusion of CAGR and Risk Level data. However, I see some shortcomings of smallcases as follows.
a) smallcases are lacking to provide data on market-cap allocation just like sector allocation
b) no filters given to display top performing smallcases of the day and week
c) smallcases miss to display a graphical presentation of Index Value since inception
d) lacking customized alerts if and when my existing smallcases investment moved up/down by a given percent
e) lacking customized alerts if and when existing watchlist smallcases moved up/down by a given percent
It maybe a good idea include the following
a) smallcases may also include period of worst and best performances in a month, quarter and year
b) market mood index and Nifty index maybe shown right at the top of the smallcase website
Hoping to see these improvements in very soon.
Sincerely,
Shirin
Hi Shirin, thanks for checking 2.0 out 😉
Addressing each of your suggestions here
a) Will have this soon too
b) Since we want to position smallcases as long term investments, showing this would anchor the investor to look at it from a shorter term perspective, hence haven’t included that – however, open to ideas on how to prevent this
c) This is post Investment? Working on the same. We show it since inception for non-invested smallcases
d) e) Alerts will be a feature we’ll look to provide in the future – not working on them right now, thanks for the suggestion though
Any ideas on where & how we could show this – period of worst and best performances in a month, quarter and year?
Nifty current value is shown on the Dashboard, noted your suggestion for MMI
I’m at vasanth [at] smallcase [dot] com – look forward to your thoughts & ideas. Thanks again!
When I exit a holding in zerodha, it should reflect in small case.
This feature not available in the previous version.
Have you implemented this feature in the new version?
Hi there,
Any stocks sold directly on Kite are not reflected in your smallcase due to privacy reasons, so I’m afraid there’s no workaround for this in the new version either. You do have the provision to sell individual stocks on the smallcase platform itself if that helps. If you have any more feedback on this, do write to us at [email protected]
Super!! Its a great initiative. The look and feel is fresh.
Please create an in-depth tutorial on how to make the best use of it.
Very soon!
HI,ALL THE BEST.
provide a strategy for beginners
Hi Vinita! Have you had a chance to check out the Bargain Buys smallcase? – https://smallcase.zerodha.com/smallcase/SCMO_0002
This smallcase is designed for stock investing beginners. You can read the rationale of the smallcase to understand the underlying idea better.
Hi Vinita, we have introduced a new smallcase called All Weather Investing this week – do have a look. It’s perfect for a new investor to allocate investments across multiple asset classes, giving you stable returns at very low risk
Stock information is not provided after clicking on stock. Earlier it eas there.
Hi Nilesh! The stock widget that pops up upon clicking on a stock is coming soon on smallcase 2.0 as well. We’ll give you an update here once it’s live.
Today I tried to contact Zerodha Support at 08040402020, they asked me to enter last four digit of my user Id ( I know it)- followed by last four digt by RE PIN. I could not understand the meaning of RE PIN (which I do not Have). May be I could not understand the voice of the telephone operator. Can you help me please
Please inform me what is a “Small Case”
Kamal Roy
Hi Kamal! You can also contact the smallcase team directly. We don’t have call support, but you can write to us at [email protected] or login to smallcase (https://smallcase.zerodha.com/) and click on the blue button at the bottom right to start a chat. You can also check out our help section here – https://zerodha-help.smallcase.com/
SIR I WANT TO KNOW MORE ABOUT DIS CAN U HELP ME
Hi Sathish! Drop us a mail at [email protected] with your questions or login to smallcase (https://smallcase.zerodha.com/) and click on the blue button at the bottom right to start a chat with us. Looking forward to hearing from you.
Can’t find any chat option or ‘blue dot’.
very good for
investor
Hello sir
I am requesting you to provide alarms in MCX when bid gets activated and also when target completed or stop loss hits. All the three alarms to be different for identifying.
In my experience it really helps all our zerodha costumers. Please try to make it.
Thanking you
With Regards
Bhanu
zerodha tools is very usefull in self trading….thanks serodha…
Easy to use and better than others
Hi Hello Zerodha you are great creating good platforms for Investors
Nice to use
Looks like the average cost is not getting calculated correctly. Suppose I bought 10 shares of company A for Rs. 500 through smallcase. Now when I go to kite it shows the average cost as Rs.500 which is correct. Now the price goes down to say Rs. 400. Now I bought another 10 directly from Kite. This should not change the average cost of smallcase stock. But it looks like it recalculate and says 450 as average cost for both. Is this how it is supposed to work? Please look into this.
Hi Vijay!
There’s a difference in the methodology used for avg buy price calculation used on Kite and smallcase. On Kite, the average buy price is calculated by FIFO for tax liability purposes. Whereas on smallcase, for easier tracking, the most direct method (without recalculating) is used for calculating the avg buy prices.
Thanks for your answer. As long as both are having separate calculation, it is ok. But why are we mixing both while calculating Average cost. Is it possible to keep them separate?
Hi Vijay! Not sure what you meant by “But why are we mixing both while calculating Average cost.” Currently the avg buy prices on the smallcases platform and on Kite are independent of each other.
Hello sir, wow this one looks cool. Now does this version support BSE share adding in manual small case? Let me install n check my self although..
I was waiting for it from long time.
Hi Naresh! Glad to see you’re liking the fresh look. I’m afraid BSE stocks aren’t supported for smallcases yet 🙁 Although we are working towards it, can’t commit on it just yet. If there’s anything else you need a hand with, drop us a mail at [email protected]
Small case stock holding we see in zerodha stock holding in this verson
Hi Samir! Any stocks bought through smallcase will always be visible on Kite individually. You can use the filters on your Kite holdings page (smallcase, Kite, All) to bifurcate the stocks.
Thanks plz give any customer car no. To solve my Small case query
Hi Samir! We don’t have call support, but you can write to us at [email protected] or login to smallcase and click on the blue button at the bottom right to start chatting with us. Looking forward to hearing from you.
Irrespective of the smallcase type, If you’re investing less than ₹4,000 on the buy day, you are charged only 2.5% of the amount invested + GST (18% on fees)
What does it mean ? Dont you think its too much or am I reading it wrong ?