What are the charges and taxes for smallcases?

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 account at the end of each day based on your transaction activity. These charges will be shown in your brokerage account ledger. Standard delivery brokerage fees will also apply according to your plan.

Example:

  1. New Smallcase Buy:
    • If you purchase a new smallcase worth Rs. 10,000, the fee will be Rs. 100 (since 1.5% of 10,000 is Rs. 150, which is higher than Rs. 100).
  1. Additional Investment:
    • If you invest an additional Rs. 5,000 into an existing smallcase, the fee will be Rs. 75 (1.5% of 5,000).
  1. SIP Order:
    • If you set up a SIP of Rs. 1,000, the fee will be Rs. 10 (since 1.5% of 1,000 is Rs. 15, which is higher than Rs. 10).

In each case, the applicable fee is the lower of the fixed amount or the percentage of the transaction amount.


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