Smallcases
How long can I hold a small case?
There are no recommendations provided on when to buy or sell a particular smallcase. It's up to each investor to decide which theme will work and when to buy or sell. For smallcases, the stock selection for a theme is a result of well-documented ...
Will the stocks purchased through smallcases reflect in my Portfolio?
Yes. Any buy or sell orders placed for smallcases will reflect in your portfolio in 5Paisa on the next day of trading.
Are all stocks available for smallcases?
As of now, investors can only add NSE stocks to smallcases. They can do this when creating, managing, or customizing them. Also, all smallcases are currently made up of NSE stocks only.
What is the amount I can invest through SIP?
The Systematic Investment Plan (SIP) amount for smallcases has a minimum threshold of Rs. 500. This amount is not fixed and can change based on the stocks included in the smallcase and their current market prices. As the prices of the stocks in the ...
Can I start SIP for my saved smallcases?
To initiate a Systematic Investment Plan (SIP) on a smallcase, it is a prerequisite that you have already invested in the respective smallcase. The SIP facility can only be availed for smallcases that you have previously purchased and hold in your ...
What is smallcase? How are they different from Mutual Funds?
Smallcases are a new way to invest in stocks. A smallcase is an intelligently weighted basket of upto 50 stocks that reflects a theme, idea or strategy. Smallcases are centered around: A. A trending market theme like rising rural demand or B. A ...
Can I buy and sell smallcase stocks on 5paisa trading platform?
As of now, selling a smallcase stock directly through 5Paisa will not show in your smallcase. In this case, incorrect returns will affect your smallcase holdings and P&L. To avoid this, please ensure that you manage your smallcases on the smallcases ...
Can I exit from smallcase and sell my stocks?
Yes, you can exit from smallcase and sell your stocks on 5Paisa. You can either fully exit your smallcase investment, or you can sell individual stocks. To fully exit your smallcase investment, follow the steps: Navigate to the ‘Investments’ page. ...
Can I partially exit from smallcase?
Yes, you can partially exit from the smallcase at 5Paisa. It allows you to exit your smallcase up to a specified value rather than selling all the stocks at once. This approach ensures minimal deviation in smallcase's predetermined weightage scheme. ...
How to Start SIP for Smallcases?
Setting up an SIP: Initiate SIP Setup: Begin the process by checking the SIP box while purchasing the smallcase with 5Paisa. Alternatively, you can also initiate the setup from the Investments tab. 2. Select the Desired Smallcase: Navigate to the ...
Can I do SIP for smallcases?
Yes, it is possible to set up a Systematic Investment Plan (SIP) for Smallcases with 5Paisa. This allows for regular and disciplined investing in these curated portfolios.
How to create a smallcase?
With smallcase, you can curate a portfolio of 2-50 stocks, reflecting diverse market themes and strategies found in the Discover section. Traditionally, portfolio management involved navigating multiple platforms, which was time-consuming and ...
Where can I view my saved smallcases?
Follow the below steps to view your saved Smallcase on the 5paisa Web trading platform: On the web trading platform >> Go to my profile >> Select research and click on the smallcases from the dropdown Click on the ‘Watchlist Tab’ Navigate to the ...
What are the charges and taxes for smallcases?
Charges apply for each new smallcase purchase, additional investments, and SIP orders. There are no extra fees for managing, rebalancing, partial exits, or full exits. Effective from June 1, 2023: Note: The fees will be deducted from your smallcase ...
Are the returns guaranteed for smallcases and Is there a lock-in period for smallcases?
No, with smallcases - you're essentially buying stocks which are exposed to market risks. Investing in market instruments involves risks and investments may lose value. Also, the returns shown for smallcases are the historical returns. Smallcases ...
Can I get recommendations for smallcases?
Yes, we do provide recommendations for smallcases. To know more, you can visit the following link http://smallcases.5paisa.com/discover However, you would be notified when a particular smallcase theme or model has played out. Finding a smallcase ...