Smallcases
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 centred around: A trending market theme like rising rural demand or A financial ...
Can I buy and sell smallcase stocks on 5paisa trading platform?
As of now, selling a smallcase a stock directly through 5Paisa will not reflect in your smallcase investments. In this case, your smallcase holdings & P&L will be impacted and will display incorrect returns. To avoid this, please ensure that you ...
Can I exit from smallcase and sell my stocks?
Whole Exit If you want to completely exit your smallcase position, you can do so by going to the Investments page > clicking on the smallcase you wish to exit > click on the Exit button After the exit smallcase pop-up opens up, you would need to ...
Can I partially exit from smallcase?
Partial exit is a feature that helps you manage your smallcase better. Through partial exit, you can exit your smallcase upto a desired value as opposed to a complete exit, where you sell all the stocks in your smallcase. Partial exit places sell ...
How to Start SIP for Smallcases?
For a step by step guide on setting up SIP, refer to the instructions below: Start SIP Check the SIP box while buying the smallcase OR From the Investments tab, click on the smallcase you want to setup SIP for and select Start SIP from More Actions ...
SIP for small cases
A Systematic Investment Plan is one where you can invest a fixed amount of money into your smallcase at specified time intervals. The SIP feature is aimed at aiding you in developing a disciplined investment habit and to subdue the impact of market ...
How to create a smallcase?
A smallcase is a basket of 2-50 stocks that is easy to buy, track & manage. There are over 20 smallcases created professionally by a certified research team that you can find in the Discover section. These smallcases are tied to different market ...
Where can I view my saved smallcases?
Follow the below steps to view your saved Smallcase on the 5paisa Web (Tradestation): On the Tradestation >> Go to my profile >> Select research and click on the smallcases from the dropdown Click on the ‘Watchlist Tab’ Navigate to the Draft Section ...
What are the charges and taxes for smallcases?
Fee will be applicable for every new smallcase buy, invest more and SIP orders and no other transactional charges are levied on managing, rebalancing, partial exit, and full exit orders. This will be effective from 1st June 2023. Note: Normal ...
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 ...