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smallcases

Invest in smallcases

for Free on Dhan!

Build long-term wealth by investing in baskets of ideas, themes, & strategies managed by SEBI-registered professionals.



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smallcase Investments on Dhan

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Diversified to Reduce Risk

With smallcases, you're the one in charge of your investments. smallcases are completely customizable and transparent. Track the performance of your smallcase anytime.

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Stay in Control

smallcases are modern investing products based on simple ideas you can understand. From smallcases on India's growing electric future to asset-allocation strategies, we have it all.

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Created by Professionals

All the stocks and ETFs in any smallcase are hand-picked by SEBI-registered professionals.

smallcases for Everyone

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Low Volatility

Go for stable returns at low volatility levels.

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Thematic

Explore portfolios on disruptive ideas & long-term trends.

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Low Inv. Amount

Start small budget investments for less than ₹5000!

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Trackers

Take exposure to important sectors of the economy.

Managed by India's
Top Investment Managers

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and many more!

Love from India's
Traders & Investors



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Frequently Asked Questions

Questions on your mind? Don't worry we have the answers!


smallcases are modern investment products that help you build a low-cost, long-term, and diversified portfolio.

  • Each smallcase is a professionally managed basket of stocks or ETFs that reflects a strategy, idea, or theme.
  • You can log in with your Dhan account and start investing right away.

For eg: You can invest in companies benefitting from India's growing rural economy with the Rising Rural Demand smallcase.
Smallcases on Dhan are of two types. Free Smallcases and Expert Portfolios. For FREE smallcases there are no extra charges for your investments. Other statutory charges such as STT, Transaction charges, Demat charges & taxes are applied as usual from your broker. Read more here. For Expert smallcases, a subscription maybe charged by the individual managers. You can know more about it here.
There are 3 parts to understand this:

1. Investing

You invest in a smallcase by using funds in your Dhan trading account. You can either start an SIP or do a lump-sum investment. All invested smallcase constituents will be added to your Demat account.


2. Tracking

You can track your invested smallcase's performance, dividends and evaluate your portfolio under "Investments". You can see details of every stock so you know where your money is at all times.

3. Managing

You have complete control on your investment. You can add, edit or remove any stock from your smallcase anytime. You can also see & review rebalance updates, edit your SIP etc., from your "Investments".
smallcases are the easiest way to buy & manage multiple portfolios of stocks/ETFs.

1. Simple & versatile: smallcases are based on relatable ideas and strategies which are easy to understand.

2. Diversified: Investing in multiple stocks protects you against volatility in a specific stock, making smallcases less riskier. With ETFs, you can also diversify your investment between different asset classes.

3. Managed by experts: smallcases are created and managed by SEBI registered professionals.

4. No Lock-Ins & Full Control: You have full ownership of your smallcases. There are no lock-ins. Also, you can add/remove stocks anytime.
Best way to get started is from using any of the below methods:

  • If you are new to investing, start building a healthy portfolio with the globally renowned core-satellite approach based find your smallcase.
  • If you are familiar with equities, explore collections of smallcases around a common thread, like Value, Growth or Dividends.
  • If you are a seasoned investor, filter & sort smallcases based on investment amount, volatility & returns and pick from all smallcases.
  • If you like to pick stocks yourself, create and invest in your own smallcase.

For existing users:


If you are an existing Dhan user, you can invest in smallcases from Dhan as well as smallcase platforms. Just follow the below steps:
  • If you are new to investing, start building a healthy portfolio with the globally renowned core-satellite approach based find your smallcase.
  • If you are familiar with equities, explore collections of smallcases around a common thread, like Value, Growth or Dividends.
  • If you are a seasoned investor, filter & sort smallcases based on investment amount, volatility & returns and pick from all smallcases.
  • If you like to pick stocks yourself, create and invest in your own smallcase.

Please note: For the purpose of investing in smallcases, make sure you add funds to your Dhan account.


For new users:

If you do not have a Dhan account and would like to invest in smallcases, open a Demat account within minutes and follow the same steps as mentioned above.
Expert Portfolios are a premium version of smallcases created by SEBI-registered professionals who have established themselves in the industry over the years. Considering the expertise and research gone in creating these baskets, a nominal subscription fee is charged to invest in these smallcases.
smallcase investments are essentially investments in a group of stocks. In your Dhan portfolio, these appear at two places:
  • They reflect in the Custom Portfolio section in your Dhan App. Here the name of the smallcase that you have invested in will be visible.
  • The individual stocks/ETFs which form that particular smallcase also reflect in your Dhan holdings as standalone stock/ETF holdings.

It is possible that you may have sold the individual scrips contained in a smallcase, directly from your Dhan portfolio & the smallcase portal may continue to reflect that investment as part of the respective basket.

In such cases, there will be a mismatch between the investments reflecting in Dhan portfolio and the smallcase portal.

To correct this, you may login to the smallcase portal with your Dhan credentials and click on the option “reconciliation”. This will ensure that smallcase and Dhan investments are synced.
smallcase shows bonus shares automatically on effective date. However, on Dhan these shares will reflect in your portfolio only after the bonus shares are deposited in your demat account by CDSL. We request you to wait for 2-3 working days for the bonus shares to reflect in your Dhan account.

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*All securities mentioned on this website are exemplary and not recommendatory.

We are bullish on India, we are bullish on India's prospects to be one of the largest economies in the world. We believe that the stock market provides a unique opportunity for all of India's traders and investors to participate in the growth story of the country.

Yet, most investing & trading platforms in India have remained more or less the same over the past decade. Times have changed and retail traders and investors have become smarter about managing their trades and money. Modern traders & investors require an online trading platform that helps them keep up with the technological advancements of our time.

That's why we're building Dhan - to help you trade, to help you invest, and to help you participate in India's growth stock via the stock market with awesome features and an incredible experience.

We are doing so by giving you access to not just one but 6 products within the Dhan ecosystem:


This means that with Dhan, you'll be able to start:


Lakhs of users already trust Dhan for their online stock trading and investing needs. Dhan is growing rapidly because of the love we receive from SuperTraders and Long-Term Investors who acknowledge that the platform is innovating for them, building super useful features that help them do everything from investing in stock market to trading F&O like a pro on the Tradingview charts and much more.

While we are growing, we will always remember why we started building in the first place - you. Our user-first approach will always be at the heart of our philosophy. Come join us on this incredible journey!

Try it out, you can close your account at anytime using this link.

©2021-2024 Moneylicious Securities Private Limited. All rights reserved. CIN - U74999WB2012PTC184187 Moneylicious Securities is part of Raise Financial Services.

SEBI Stock Broker Registration No: INZ000006031 | Depository Participant (CDSL) ID: IN-DP-289-2016
Exchange Membership No. : NSE: 90133 | BSE: 6593 | MCX: 56320
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Corporate Office: A-302, The Western Edge I, Off Western Express Highway, Borivali East, Mumbai - 400066, Maharashtra, India. Customer Care: 9987761000.

Details of client bank account

For any query / feedback / clarifications, email at help@dhan.co.

In case of grievances for any of the services rendered by Moneylicious Securities Private Limited, please write to grievance@dhan.co (for NSE, BSE and MCX) or grievancedp@dhan.co (for Depository Participant). Please ensure that you carefully read the Risk Disclosure Document as prescribed by SEBI, our Terms of Use and Privacy Policy. Compliance Officer: Mr. Manish Garg and Mobile: 8655740961 Email: complianceofficer@dhan.co To lodge your complaints using SEBI SCORES, click here.


DHAN is a brand owned by Moneylicious Securities Private Limited. All DHAN clients are registered under Moneylicious Securities Private Limited. Clients are advised to refer to our company as Moneylicious Securities Private Limited when communicating with regulatory authorities.


Procedure to file a complaint on SEBI SCORES: Register on SCORES portal. Mandatory details for filing complaints on SCORES: Name, PAN, Address, Mobile Number, E-mail ID. Benefits: Effective Communication, Speedy redressal of the grievances


Disclaimer: Investment in the securities market are subject to market risks, read all the related documents carefully before investing. Brokerage will not exceed the SEBI prescribed limit


Attention investors:

  1. Stock brokers can accept securities as margins from clients only by way of pledge in the depository system w.e.f September 01, 2020.
  2. Update your e-mail and phone number with your stock broker / depository participant and receive OTP directly from depository on your e-mail and/or mobile number to create pledge.
  3. Check your securities / MF / bonds in the consolidated account statement issued by NSDL/CDSL every month.

Note: As a policy we do not give stock tips or recommendations and have not authorized anyone to give this on behalf of us. If you know anyone claiming to be a part of Dhan / Moneylicious / Raise or our associate companies or partners and offering such services, please report us on help@dhan.co. Important Information for Investors: To prevent unauthorized transactions in your trading / demat account, do not share your account details, credentials or any personal details with anyone. Keep your mobile number updated with your Stock Broker, Depository Participant and ensure that the same is registered with Stock Exchanges, Depository and KRAs. You will receive alerts and information on your registered mobile number / email for debit and other important transactions in your demat account directly from CDSL / Exchange on the same day. KYC is one time exercise while dealing in securities markets - once KYC is done through a SEBI registered intermediary (Stock Broker, DP, Mutual Fund, etc.), you need not undergo the same process again when you approach another intermediary. No need to issue cheques by investors while subscribing to IPO. Just write the bank account number and sign in the application form to authorise your bank to make payment in case of allotment. No worries for refund as the money remains in investor's account. This is issued in the interest of investors.


Moneylicious Securities Private Limited also known as Dhan is only an order collection platform that collects orders on behalf of clients and places them on BSE StarMF for execution. Client expressly agrees that Dhan is not liable or responsible and does not represent or warrant any damages regarding non- execution of orders or any incorrect execution of orders with regard to the funds chosen by the client or due to, but not being limited to, any link/system failure, delay in transfer of the funds on account of any unforeseen circumstances/issues in the banking system/payment aggregators or any other problems that may result in a delay in crediting the funds into the BSE Star MF's bank account.


Mutual fund investments are subject to market risks, read all scheme related documents carefully before investing. Dhan is not a distributor or agent of any mutual fund. Mutual Funds are not exchange-traded products. Any related disputes will not have access to the Exchange-investor redressal forum or arbitration mechanism. For other disclaimers please refer https://dhan.co/advertisement-disclaimer/


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