Smallcase has been launched by Zerodha 2 years ago. The equity investment platform is designed especially for retail investors. The investment strategies contain Thematic and Portfolio Based. Later in this article, we will bring a brief discussion regarding these strategies along with Zerodha Smallcase Review. It is completely a new way to invest in stocks. Before stepping into the main topic let’s get acquainted with the term “smallcase”.
What is Smallcase?
The specific platform is created professionally and contains baskets of stocks that reflect trending strategies and ideas. It is one of the easiest ways to invest in stock portfolios for the long term. In order to invest in Smallcase and get the benefits, you have to open an account in Zerodha. After investing in a Zerodha account, traders can track, set up SIPs, and easily manage multiple smallcases. You can choose and manage multiple portfolios together.
Without the complexity and noise, a smallcase investor can build his portfolio of up to 20 stocks which are based on the market trend. Each smallcase consists of features like low cost, understandable, and diversified.
Thematic and Portfolio Based Investment
I have mentioned earlier that in smallcase, there is the thematic and portfolio-based investment.
Thematic investing is basically one of the most natural ways to invest. Specifically, Retail investors choose to invest in stocks thematically. Each such thematic-based basket is an intelligently-weighted portfolio of stocks. It is based on a trending market theme and idea.
Small case strategy makes equity investing simpler as well as profitable. It is always safe and profitable to invest in the bulk of stocks rather than investing in individual stocks.
Zerodha Smallcase Step-by-Step Review
To make your concept clear, here we present some screenshots of smallcase.
Login to SmallCase
To access SmallCase, go to SmallCase.com and log in with your broker’s login credentials. Right now SmallCase supports 15 stockbrokers. They are Zerodha, Upstox, Trustline, Nuvama Wealth, Motilal Oswal, Kotak Securities, IIFL Securities, ICICIdirect, HDFC Securities, Groww, FundzBazar, Dhan, AxisDirect, Angel One, Alice Blue and 5paisa. Here we are logging in with our Zerodha Kite credentials.
The Dashboard
This is the dashboard from where you can check your background with investing.
Besides the dashboard, there is a discover option where you can explore the data. Traders can find Create options also.
Transacting in the SmallCase
All stocks that traders buy with smallcase are held in the Demat account. They can be seen in the holdings section of Kite as well. All smallcase stocks buy and sell orders should be done through the smallcase platform.
You can select your investment horizon (<1 year, 1-3 years OR >3 years) and choose a SmallCase based on thematic/model-based/sector trackers. You can also select the amount you want to invest. In the SmallCase dashboard, you can also track your investments and create a watch list of your favourite SmallCases.
Review of the Zerodha Smallcase Screener
Before ending the article Zerodha smallcase review, I would like to present you with one of the most effective screeners. Zerodha smallcase has come out with its own screener which is quite user-friendly. There are lots of beneficial options for ratios. The powerful stock screener lets you screen the stocks easily. It’s smart filters and readymade screen helps to find stocks.
Features of Zerodha Smallcase Screener
- Explore and Discover strong buy-rated stocks along with high upside potential.
- Find out stocks overbought/oversold zones with Stock potentials.
- Rank stocks as per the fundamental, value, earnings, and momentum scales.
- Apply versatile financial as well as profitability ratios to discover strong companies (fundamentally).
- Save the filtering criteria to a new screen. Get an updated list whenever you log in.
- There is an option of Downloading the screen results in Excel for further analysis.
- Screen stocks (based on the expected future revenues, cash flows, and earnings).
- The expanding library of readymade premium screens helps to discover brilliant ideas and stocks like Monsoon Cheer, Golden Geese, Jamaican Sprinters, and more.
- Investors can easily compare stocks (based on the P/E Ratio, Price to Book Value, PS, and dividend yields of the sector and peers).
Screener Pro
Though there is a premium plan for the Screener Pro, for a test drive investors can get a free 30-day trial to use, explore and experience all premium features (if only log in with Zerodha Kite).
FAQ
Yes, SmallCase is free for Zerodha users. However, there may be charges for using certain premium SmallCases.
Yes, SmallCase works with Zerodha. SmallCase is an equity investing platform, while Zerodha is a brokerage firm that provides trading and investment services. You can access SmallCase through Zerodha’s trading platform, Kite.
SmallCase is a platform that allows investors to invest in various types of portfolios and thematic baskets. While SmallCase is broker-agnostic, Zerodha is one of the leading brokers that offer access to SmallCase. However, investors can also use 14 other brokers to access SmallCase.
Investing in SmallCase can be a good option for retail investors who are looking to invest in equities using a combination of thematic and portfolio-based investment approaches. SmallCase offers a range of products, allowing investors to choose SmallCases based on their investment horizon, thematic preference, and sector trackers. However, like any investment, it comes with its own set of risks and investors should carefully evaluate their investment goals and risk appetite before investing in SmallCase.
Conclusion
In conclusion, Zerodha Smallcase is an innovative platform that provides a convenient way to invest in diversified portfolios, with the ability to construct customized plans tailored to individual investors’ goals and risk profiles. The simplified portfolio creation process, real-time updates on market prices, and fee structure make it attractive for beginner investors who just want to get started quickly and safely. Zerodha Smallcase also offers strong financial research tools which can provide a significant advantage when making decisions about what investments to buy or sell. In conclusion, Zerodha Smallcase is an excellent choice for first-time investors looking for an easy way into stock trading.
We hope you enjoy the review of the Zerodha smallcase platform along with the screener.
