For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lumpsum amount(first buy and invest more orders) to your new or existing smallcase investment.
Users will not be charged anything on other order types - Manage, Rebalance, Exit. If the users exit completely from the smallcase and invest again, it will be considered as a fresh investment and a fee ₹100 + GST will be applicable.
Order | Transaction fee |
First buy | A transaction fee of Rs. 100(capped at 1.5% of the investment amount) |
Invest more | A transaction fee of Rs. 100(capped at 1.5% of the investment amount) |
SIP(Auto/manual) | A transaction fee of Rs. 10(capped at 1.5% of the investment amount) |
There are no charges when you rebalance, manage partially, or completely exit your smallcase.
*GST is also applicable
How does this affect me, if I have already invested in the above-mentioned smallcases?
If you have already invested, there is nothing you have to worry about. You'll be charged only Rs.10 when you invest via SIP. There are no further charges on rebalance, manage, partial or whole exit.
How does this affect me, if I haven't invested in the above-mentioned smallcases?
If you haven’t invested in these smallcases yet, you will only be charged 1.5% of your investment amount on your first buy. Further to this you'll be charged more only when you like the product and want to invest more.
How will I be affected if I exit and invest again?
If the users exit completely from the smallcase and invest again, it will be considered as a fresh investment and Rs.100(capped at 1.5% of the investment amount) when you buy the smallcase.
What about custom smallcases?
If you customize and invest in a smallcase you will be charged ₹100(capped at 1.5% of the investment amount)
Please note: Other statutory charges such as brokerage, STT, CTT Demat charges & taxes are applied as usual.
💡 Good to know: Funds are deducted from your trading account and stocks are credited to your Demat account.