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smallcase: Stocks, MFs, FDs

July 31, 2025

More About smallcase: Stocks, MFs, FDs

smallcase is a model portfolio-based investment app that offers over 500+ readymade portfolios of stocks and ETFs, created by SEBI-registered investment experts. You can also invest in zero-commission direct mutual funds, fixed deposits and more.
Simply connect your broking or demat account (Kite by Zerodha, Groww, Angel One, Upstox, ICICI Direct, and more) to smallcase, and start your journey of building a diversified investment portfolio.

- Invest & SIP in stocks, mutual funds, ETFs & fixed deposits
- Track all your investments in one place: stocks, smallcases, MFs and FDs
- Get a loan against your mutual fund investments instantly

Your stocks and funds stay safe in your linked demat/broker account: Kite by Zerodha, Groww, Angel One, or any other partner you connect to smallcase.

INVEST IN SMALLCASES
- smallcases are model portfolios of stocks and ETFs, professionally built for diversification
- Find 500+ readymade portfolios based on strategies, sectors, and trending themes
- Explore portfolios based on themes like Atmanirbhar Bharat, Momentum, or Electric Vehicles
- Pick a portfolio manager based on experience, investment style & past performance
- Discover model portfolios across multiple risk profiles and goals like retirement, buying a house, or an international trip
- Set up SIPs across multiple stocks or model portfolios with one tap
- Create your own smallcases with stocks you are bullish on

You can connect your existing demat account with Kite by Zerodha, Groww, Upstox, ICICI Direct, HDFC Securities, IIFL Securities, Angel One, Motilal Oswal (MOSL), Axis Direct, Kotak Securities, 5paisa, Alice Blue, Nuvama & more.

smallcase is integrated with Tickertape – a stock market research and analysis app that helps you make informed investment decisions. Tickertape is a wholly owned subsidiary of Smallcase Technologies Pvt. Ltd.

Note: All portfolios are created and managed by SEBI-registered investment experts.

INVEST IN MUTUAL FUNDS
- Direct mutual funds with zero commission
- Compare funds by category, past returns, and risk

INVEST IN FIXED DEPOSITS
- Open high-interest fixed deposits with returns up to 8.25%
- Get DICGC insurance up to 5 lakhs
- Choose from multiple banks: Slice SF, Suryoday SF, Shivalik SF, South Indian, and Utkarsh SF Banks

TRACK YOUR INVESTMENTS IN ONE PLACE
- Import your existing stocks and mutual fund investments across brokers (like Zerodha, Groww, etc.)
- Track your stocks, mutual funds, and smallcases in a single dashboard
- Check your investment score and portfolio performance anytime

GET LOAN AGAINST YOUR MUTUAL FUND INVESTMENTS
You can now get easy loans against your mutual fund investments on the smallcase app.

- Get money for your short-term needs without breaking any investments
- 100% online, under 2 hours at low interest rates
- Pay back the loan at any time without any charges for early closure

GET PERSONAL LOAN
Get personal loans offering flexible repayment options & low-interest rates.

Tenure: 6 months to 5 years
Maximum Annual Percentage Rate (APR): 27%

Registered Non-Banking Financial Company (NBFC) Lenders:
- Aditya Birla Finance Ltd
- Bajaj Finance Ltd

Example:
Interest Rate: 16% p.a.
Tenure: 36 months
Cash to be credited: ₹1,00,000
Processing Fee: ₹2,073
GST: ₹373
Loan Insurance: ₹1,199
Total Loan Amount: ₹1,03,645
EMI: ₹3,644
Total Repayment Amount: ₹1,31,184

NOTE: Equity Investments are subject to market risk. Read all the related documents carefully before investing. Investors should consider all risk factors and consult their financial advisors before investing. Representations are not indicative of future results. The quoted smallcases are exemplary and not recommendatory.
For further disclosures, visit: https://www.smallcase.com/meta/disclosures

Registered Address: smallcase Technologies Private Limited
#51, 3rd Floor, Le Parc Richmonde,
Richmond Road, Shanthala Nagar,
Richmond Town, Bangalore - 560025

Latest Version

Version
7.15.0
Update
July 31, 2025
Developer
CASE Platforms: Invest with confidence
Apps
Finance
Platforms
Android
Downloads
5,719,285
License
Free
Package Name
com.smallcase.android
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User Reviews

saluva anand

1 year ago

It has been a guiding light for me as a rookie investor in navigating the market and diversifying my portfolio. The app's intuitive interface makes it a delight to use, and the real-time tracking feature keeps me informed at all times. With this app, I feel more secure and helpful in my investment selections. It is a really useful tool for anyone who wishes to grow their wealth responsibly.

Bhavya Popli

4 years ago

Excellent app, makes investing experience much easier. Just one feedback for the app - while trying to invest more in customized smallcases, if there can be an option to invest below the min. amount (by entering it on our own) that can adjust the stock weights subsequently, that would make it perfect for me. Sometimes, there is just a small amount of capital that I want to invest in a smallcase and investing a wholesome min. amount is not feasible. Kindly look into this feedback.

lill Champion

4 months ago

Overal interaction with the application is good, i think it lacks a major feature like calendar , which can show all next date for rebalancing smallcases which are done once a month or quaterly.

Srinivasarao Nani

1 year ago

It is an impressive app for all investors. Its user-friendly interface provides real-time data, charts, and news updates. The intuitive navigation makes it easy to buy/sell stocks, and the customizable watchlist helps track favorite securities. However, occasional lags in high traffic times need improvement. Overall, This app is a reliable and useful app for making informed investment decisions. Happy investing!

Jayant Bhadoria

3 years ago

The app is helpful but often it creates problem during logging in the broker account. It either crashes or doesn't do anything. I was waiting for an update thinking it would be fixed but it has been 3 weeks and there is no update. The problem remains as it is. Secondly, the UI needs to be better. It's a lot of hassle. Maybe organise more and put categories which distinguish each element properly. It seems like soemone has put a lot of random things together.

Saranjeet Bepari

5 years ago

Easy to use and understand. Very light and fast. It shows the real time data of stocks without any delay. In a smallcase, for each stock it shows profit/loss data, which is extremely useful for decision making for further buying and selling of particular stock within smallcase. Watchlist and relevant stock news are also very useful. Very easy to use app. Loved it.

Manish Patel

3 months ago

Disappointing experience with Smallcase. Poor user interface, limited customization, high fees, and unresponsive customer support. Not worth the hassle. Look elsewhere for investment options.

Raghu R

1 month ago

not able to login or chat with an agent. cloud fire never loads to click on otp. worst app

Nishant Karpe

1 week ago

Some Drawbacks to Overcome and become Legend!! 1. Limit order with date validity shall be available in place Market order. This facility can give 2 to 3 % additional benifit. ( 5 paisa) 2. Custom Whatsapp updates required on increase / decrease in certain value % of smallcase for better monitoring.

Sukanya Terala

2 weeks ago

To many pop ups when I open the app for transaction. Very disturbing.

Abhishek Chaudhary

5 days ago

Everyone, the latest version broke the fonts on Galaxy Ultra devices.. please wait for a fix before you install ! Support team has no idea of this ..

Rohit jalan

5 months ago

Rebalancing is a huge pain point. Requires login/ authentication multiple times. Have to spend min 10 mins to do any rebalancing .. in case of execution failure for any stock .. Repair option doesn't get enabled automatically and have to reach out to support team to enable repair. There are numerous technical issues in executing rebalance.

Ritik Gupta

3 months ago

The app lacks basic features for the mutual fund section. I can't buy MF in the same fund until the previous order is completed. also add the SIP feature as well. The mutual fund section of the app feels incomplete as if you guys didn't wanted to make it good on purpose, other than that app is really great.

Rabijit Mondal

1 week ago

Smallcase is a great app for investing in stocks, mutual funds, and FDs. Easy to use, well-organized, and perfect for beginners and experts alike!

ravi Joshi

1 week ago

A smart app blending tech and finance—track and invest in smallcases, mutual funds, and FDs effortlessly. Real-time data, clean UI, and goal-based investing features make it standout.

Ashish Chandrakar

2 months ago

They have a collection of bad performing funds especially Omni Capital funds are the worst. Here are the issues: 1. No option of reinvesting dividends so you end up paying income tax instead of capital gains tax. 2. XIRR only showed only after a year, whereas other apps start showing it even after a few days. 3. Rebalancing requires to be through broker every time. Such a hassle. 4. Omni Capital rebalanced my assets without consent to make a loss intentionally as I didn't continue subscription

Vishal Rajbanshi

3 weeks ago

I would give 5 star but I am giving 3 star because of customer service. Connecting to customer care takes so much time. It takes usually 5-8min to connect with the customer service. @smallcaseteam do work in cx support because you guys only provide chat option which is very time consuming, give also customer care no. so people can directly connect to you guys easily. I am changing my review from 3 star to 2 star because they are still not working to improve the customer service.

Kunal Powar

1 month ago

I'd give 5 star for the feature itself. Want to continue using the app to manage funds. My issue is with its integration with groww. Rebalancing or even paying a SIP is very very buggy. Keeps looping with Groww login. This used to be far and few a while ago. But now a days, it takes a minimum of 15 mins to do one process which involves using the groww Integration. Please fix the integration and keep it as seamless as possible.

Nikhil Vyas

1 week ago

This sounds like a really interesting idea initially. However, the tax implications for rebalancing are crazy if you have decent portfolio size and returns. They have been doubling down on heavy rebalancing (for their in house smallcases)

Ashish Jain

1 month ago

Good app. -1 star for two reasons. 1. You don't show the complete chart of returns of a smallcase that has been here since 2016-17 but you only show returns from 2019. 2. Suppose I'm looking at a mid+small cap smallcase, you don't let me compare it with midsmall400 index but only with smallcap. that too 50 or 250, I don't have a clue. I think I've written all there was to, don't expect me to drop a mail for this. You can take this suggestion and improve or stay as you are. Thanks for replying.

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