smallcase: Stocks, MFs, FDs

smallcase: Invest & SIP in Stock Baskets

About this app

smallcase is a model portfolio-based investment app that offers over 500+ readymade portfolios of stocks and ETFs, created by SEBI-registered investment experts. You can also invest in zero-commission direct mutual funds, fixed deposits and more.

Simply connect your broking or demat account (Kite by Zerodha, Groww, Angel One, Upstox, ICICI Direct, and more) to smallcase, and start your journey of building a diversified investment portfolio.

- Invest & SIP in stocks, mutual funds, ETFs & fixed deposits
- Track all your investments in one place: stocks, smallcases, MFs and FDs
- Get a loan against your mutual fund investments instantly

Your stocks and funds stay safe in your linked demat/broker account: Kite by Zerodha, Groww, Angel One, or any other partner you connect to smallcase.

INVEST IN SMALLCASES
- smallcases are model portfolios of stocks and ETFs, professionally built for diversification
- Find 500+ readymade portfolios based on strategies, sectors, and trending themes
- Explore portfolios based on themes like Atmanirbhar Bharat, Momentum, or Electric Vehicles
- Pick a portfolio manager based on experience, investment style & past performance
- Discover model portfolios across multiple risk profiles and goals like retirement, buying a house, or an international trip
- Set up SIPs across multiple stocks or model portfolios with one tap
- Create your own smallcases with stocks you are bullish on

You can connect your existing demat account with Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama & more.

smallcase is integrated with Tickertape – a stock market research and analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of Smallcase Technologies Pvt. Ltd.

Note: All portfolios are created and managed by SEBI-registered investment experts.

INVEST IN MUTUAL FUNDS
- Direct mutual funds with zero commission
- Compare funds by category, past returns, and risk

INVEST IN FIXED DEPOSITS
- Open high-interest fixed deposits with returns up to 8.8%
- Get DICGC insurance up to 5 lakhs
- Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, South Indian, and Utkarsh SF Banks

TRACK YOUR INVESTMENTS IN ONE PLACE
- Import your existing stocks and mutual fund investments across brokers (like Zerodha, Groww, etc.)
- Track your stocks, mutual funds, and smallcases in a single dashboard
- Check your investment score and portfolio performance anytime

GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
You can now get easy loans against your mutual fund investments on the smallcase app.

- Get money for your short-term needs without breaking any investments
- 100% online, under 2 hours at low interest rates
- Pay back the loan at any time without any charges for early closure

GET PERSONAL LOAN
Get personal loans offering flexible repayment options & low-interest rates.

Tenure: 6 months to 5 years
Maximum Annual Percentage Rate (APR): 27%

Registered Non-Banking Financial Company (NBFC) Lenders:
- Aditya Birla Finance Ltd
- Bajaj Finance Ltd

Example:
Interest Rate: 16% p.a.
Tenure: 36 months
Cash to be credited: ₹1,00,000
Processing Fee: ₹2,073
GST: ₹373
Loan Insurance: ₹1,199
Total Loan Amount: ₹1,03,645
EMI: ₹3,644
Total Repayment Amount: ₹1,31,184

NOTE: Equity Investments are subject to market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted smallcases are exemplary and not recommendatory.
For further disclosures, visit: https://www.smallcase.com/meta/disclosures

Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

Ratings and reviews

I'd give 5 star for the feature itself. Want to continue using the app to manage funds. My issue is with its integration with groww. Rebalancing or even paying a SIP is very very buggy. Keeps looping with Groww login. This used to be far and few a while ago. But now a days, it takes a minimum of 15 mins to do one process which involves using the groww Integration. Please fix the integration and keep it as seamless as possible.

I would give 5 star but I am giving 3 star because of customer service. Connecting to customer care takes so much time. It takes usually 5-8min to connect with the customer service. @smallcaseteam do work in cx support because you guys only provide chat option which is very time consuming, give also customer care no. so people can directly connect to you guys easily. I am changing my review from 3 star to 2 star because they are still not working to improve the customer service.

Good app. -1 star for two reasons. 1. You don't show the complete chart of returns of a smallcase that has been here since 2016-17 but you only show returns from 2019. 2. Suppose I'm looking at a mid+small cap smallcase, you don't let me compare it with midsmall400 index but only with smallcap. that too 50 or 250, I don't have a clue. I think I've written all there was to, don't expect me to drop a mail for this. You can take this suggestion and improve or stay as you are. Thanks for replying.

What's new

What’s new?

We’ve enabled the XIRR feature for Mutual Funds.
Now you can track your returns more accurately.