Diversified to Reduce Risk
With smallcases, you're the one in charge of your investments. smallcases are completely customizable and transparent. Track the performance of your smallcase anytime.Stay in Control
smallcases are modern investing products based on simple ideas you can understand. From smallcases on India’s growing electric future to asset-allocation strategies, we have it all.Created by Professionals
All the stocks and ETFs in any smallcase are hand-picked bysmallcases are modern investment products that help you build a low-cost, long-term, and diversified portfolio.
For eg: You can invest in companies benefitting from India's growing rural economy with the Rising Rural Demand smallcase.
Smallcases on Dhan are of two types. Free Smallcases and Expert Portfolios. For FREE smallcases there are no extra charges for your investments. Other statutory charges such as STT, Transaction charges, Demat charges & taxes are applied as usual from your broker. Read more here. For Expert smallcases, a subscription maybe charged by the individual managers. You can know more about it here.
There are 3 parts to understand this:
Investing
You invest in a smallcase by using funds in your Dhan trading account. You can either start an SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account.
Tracking
You can track your invested smallcase's performance, dividends and evaluate your portfolio under "Investments". You can see details of every stock so you know where your money is at all times.
Managing
You have complete control on your investment. You can add, edit or remove any stock from your smallcase anytime. You can also see & review rebalance updates, edit your SIP etc., from your "Investments".
smallcases are the easiest way to buy & manage multiple portfolios of stocks/ETFs.
Best way to get started is from using any of the below methods:
For existing users:
If you are an existing Dhan user, you can invest in smallcases from Dhan as well as smallcase platforms. Just follow the below steps:
Please note: For the purpose of investing in smallcases, make sure you add funds to your Dhan account.
For new users:
If you do not have a Dhan account and would like to invest in smallcases, open a Demat account within minutes and follow the same steps as mentioned above.
Expert Portfolios are a premium version of smallcases created by SEBI-registered professionals who have established themselves in the industry over the years. Considering the expertise and research gone in creating these baskets, a nominal subscription fee is charged to invest in these smallcases.