smallcase

What is a smallcase?
A smallcase is a basket of exchange-traded securities (like stocks, ETFs & REITs) to reflect a certain idea (objective, themes, strategies). A smallcase...
Tue, 14 Jun, 2022 at 11:31 AM
How it's different from investing in direct stocks?
Investing in a basket of stocks gives you diversification benefits that minimize stock-specific risk. Instead of picking stocks, you can invest in ideas you...
Tue, 14 Jun, 2022 at 11:32 AM
What are the fees included?
There are no transactional fees charged on smallcases. At Dhan Brokerage is free as compared to some brokers.However statutory fees are applicable as usual ...
Wed, 29 Jun, 2022 at 1:57 PM
Which smallcase I should invest in?
smallcases work best when used for long-term investing. So ideally, you should be investing in a smallcase whose theme/strategy you think will do well in lo...
Tue, 14 Jun, 2022 at 11:34 AM
How do I track my smallcase?
You can track your smallcase investments in the smallcase section on the Dhan app or go to smallcases.dhan.co/investments. When you invest in a smallcase, t...
Tue, 14 Jun, 2022 at 11:35 AM
Can I add and remove stocks from smallcase?
With smallcases, you have complete flexibility over your investments, so you can add or remove stocks anytime with the 'manage' option. However, ple...
Tue, 14 Jun, 2022 at 11:35 AM
Is there any lock-in period?
There are no lock-in periods, so you may sell your smallcases anytime. As a concept, however, smallcases work best when used for long-term investing
Tue, 14 Jun, 2022 at 11:36 AM
Can i safeguard my investment from Market Volatility in smallcase ?
Once you have invested in a smallcase, you can safeguard your investments from market volatility by starting SIP to invest more regularly. When your SIP ins...
Thu, 16 Jun, 2022 at 2:38 PM
What is Rebalance in smallcase ?
Rebalancing is the process of ensuring the stocks & weights of the smallcase continue to be true to the underlying idea/strategy. You will receive commu...
Thu, 16 Jun, 2022 at 2:40 PM
Sell stocks from Small Case
We recommend to sell small case stocks from "Small Case" to maintain alignment between your smallcase constituents and holdings. Note - Any sm...
Mon, 18 Dec, 2023 at 2:39 PM