Popular smallcases on Kotak Securities

Equity & Gold

Create wealth with equities, stay protected with Gold. The sweet spot

  • Min. Amount

    ₹ 1,000

  • 4Y CAGR

    16.02%

Top 100 Stocks

India's most powerful companies in one portfolio. Solid stability

  • Min. Amount

    ₹ 2,149

  • 3Y CAGR

    14.92%

Suraksha Basket

A basket of insurance stocks

  • Min. Amount

    ₹ 1,300

  • 2Y CAGR

    16.71%

First Time Favourites Basket

A basket of banking stocks

  • Min. Amount

    ₹ 1,909

  • 2Y CAGR

    54.40%

Quality Starter Basket

A basket of stocks across banking and life insurance sectors

  • Min. Amount

    ₹ 2,493

  • 2Y CAGR

    45.82%

Kuber Basket

A basket of high dividend stocks

  • Min. Amount

    ₹ 2,288

  • 2Y CAGR

    30.71%

Discover smallcases

Note: CAGR and Minimum Investment are calculated as of 05th August 2022

Why invest in smallcases with Kotak Securities?

Diversified baskets

Investing in multiple stocks/sectors protects you against volatility
in a single stock

Curated by professionals

SEBI-registered entities
curate smallcases

Exercise full control on investments

Create SIPs, manage investments
or exit a smallcase anytime

Reviewed periodically

Baskets are reviewed periodically
by professionals

No paperwork

Transact on smallcases
in just three clicks.

How to start investing in smallcases ?

01

Discover

Choose from a catalog of
over 40 smallcases

02

Choose

Select a suitable smallcase
that matches your investment objective

03

Invest & SIP

Invest in the smallcase
& set up an SIP for disciplined investing.

Frequently asked questions on smallcase

Understanding

What are smallcases?

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 login with your Kotak Securities account and start investing right away
Why should I invest in smallcases?
How are smallcases different?
What are the fees charged?

Evaluating

How do smallcases work?
How do I choose a smallcase to start investing?
How do I track the performance of my investments?
Can I create my own smallcase?

Getting Started

How to place a smallcase order?
How can I invest more or exit from my smallcase?
How does SIP instalment work?
What is rebalancing and why is it important?

To read more FAQs, click here