Invest in smallcases

smallcases are modern investment products that help you build a low-cost, long-term, and diversified portfolio.

Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea, or theme.
You can log in with your Dhan account and start investing right away.

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:

1. 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.

2. 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.

3. 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.

1. Simple & versatile: smallcases are based on relatable ideas and strategies which are easy to understand.

2. Diversified: Investing in multiple stocks protects you against volatility in a specific stock, making smallcases less riskier. With ETFs, you can also diversify your investment between different asset classes.

3. Managed by experts: smallcases are created and managed by SEBI registered professionals.

4. No Lock-Ins & Full Control: You have full ownership of your smallcases. There are no lock-ins. Also, you can add/remove stocks anytime.

Best way to get started is from using any of the below methods:

If you are new to investing, start building a healthy portfolio with the globally renowned core-satellite approach based find your smallcase.
If you are familiar with equities, explore collections of smallcases around a common thread, like Value, Growth or Dividends.
If you are a seasoned investor, filter & sort smallcases based on investment amount, volatility & returns and pick from all smallcases.
If you like to pick stocks yourself, create and invest in your own smallcase.

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:

If you are new to investing, start building a healthy portfolio with the globally renowned core-satellite approach based find your smallcase.
If you are familiar with equities, explore collections of smallcases around a common thread, like Value, Growth or Dividends.
If you are a seasoned investor, filter & sort smallcases based on investment amount, volatility & returns and pick from all smallcases.
If you like to pick stocks yourself, create and invest in your own smallcase.

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.

smallcase investments are essentially investments in a group of stocks. In your Dhan portfolio, these appear at two places:

They reflect in the Custom Portfolio section in your Dhan App. Here the name of the smallcase that you have invested in will be visible.
The individual stocks/ETFs which form that particular smallcase also reflect in your Dhan holdings as standalone stock/ETF holdings.

It is possible that you may have sold the individual scrips contained in a smallcase, directly from your Dhan portfolio & the smallcase portal may continue to reflect that investment as part of the respective basket.

In such cases, there will be a mismatch between the investments reflecting in Dhan portfolio and the smallcase portal.

To correct this, you may login to the smallcase portal with your Dhan credentials and click on the option “reconciliation”. This will ensure that smallcase and Dhan investments are synced.

smallcase shows bonus shares automatically on effective date. However, on Dhan these shares will reflect in your portfolio only after the bonus shares are deposited in your demat account by CDSL. We request you to wait for 2-3 working days for the bonus shares to reflect in your Dhan account.

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