In the current scenario of investment, there are various products are available in the market by which we can invest our hard earn money and grow it. When there are multiple options, we are often confused about which is good or best for us. Here we will discuss the Smallcase and will try to find out the answer which is good for us between the Samllcase and Mutual funds.

What is Smallcase?

What is smallcase
What is smallcase

Samllcase is a FinTech company founded in 2015 by Three IITians. This is a SEBI registered company to provide advice for Stocks/ETFs/Bonds investment. In Short, Smallcase hire the SEBI registered Advisors and Research Analysts that make the basket of Stocks for you.

So in simple language, we can say that Smallcase is a piece of advice on which we invest in Stocks via our Demat account.

How Smallcase works?

When we invest via Smallcase actually we invest in ideas or advice automatically. We give an authentication to Smallcase to Purchase and Sell equity shares via our Demat account.

We login in Smallcase via our Stock Broker like Zerodha, ICICI Securities, 5Paisa, Kotak Securities, Grow, AngelOne, Upstox, HDFC securities, etc.

In Smallcase we invest in an Idea that constitutes 10 to 15 stocks and it will be buying or sell on periodic level. Like if we invest in “Momentum” type Smallcase then the stocks having upward momentum will be bought and it will be sold before to start downward momentum. This is possible only via huge research and analysis which is done by Smallcase for our investment.

The Change of Stocks on periodic level will be done by the rebalancing of stocks of that time after the confirmation from us via email.

The Very Important thing about Smallcase is we have the ownership of Stocks in which the investment is done by Samllcase.

Different Type of Charges in Smallcase Investment

  1. One time Smallcase charges of Rs.100 + GST for the investment of Rs.4000 and above
  2. One time Smallcase charges of 2.5% + GST for the invested value if you invest below Rs.4000
  3. All other Charges applicable for Stocks Like Stock Brokerage, SEBI Charges, CDSL/NSDL Charges, STT charges, and other charges applicable
  4. Paid Smallcase which can be used after monthly or quarterly subscription having different value by different Smallcase creator.

Now we will have a Short discussion about Mutual funds to find the best comparison between the Smallcase and Mutual Fund.

What is Mutual Fund and how does it Work?

Mutual Fund is a fund managed by a SEBI registered Fund Manager. This fund is generated by multiple people and the fund manager invests in the stocks/equity/Bonds to give the return on your investment.

In mutual fund, we bought the mutual fund unit of Basket which is managed by the Fund Manager. In a Mutual fund, we don’t have the ownership of stocks.

Charges in Mutual Fund

  1. Expense Ratio
  2. SEBI Fee
  3. Exit Load

In Mutual Fund we can also take income tax rebate on the amount invested in ELSS type of Mutual Fund.

Smallcase Vs Mutual Fund

  1. In Case of charges, Mutual Fund is definitely better than Samllcase. There is actually a major difference in charges due to CDSL/NSDL charges for buying and selling of stocks periodically.
  2. Some Samllcase ideas can give better returns than Mutual Fund but it can impact your Demat account 4 to 5 times in a year.
  3. There is no subscription in Mutual Fund so it is very convenient for the new Investor.
  4. Samllcase can be better if you have sufficient SIP in Mutual Fund and wish to try a new type of Investment product.

Now read all the above facts decide which is better for you. You can ask any question in the comment section regarding Smallcase and Mutual Fund.

Keep Investing and Stay Invested for Long-term gain.


The Child Investor


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