True cost of Smallcase Investing EXPOSED | Ankur Warikoo

Do you want to invest in stocks yet don’t have the time to research?
I know I don’t know how to, and I’m not an expert in it either!

Thus, I rely on the Smallcase investment strategy, which picks stocks based on groups - a category, a holding company, the growth ratio, the dividend ratio, etc.
This helps me rely on the advice of experts, and picking my own portfolio without putting in the research.

However, that research of experts comes at a price, and there are three types of charges that are deducted when you make investments through smallcase.
I will walk you through all three investments, how, when and how much of those are deducted, and a uniquely wonderful way to invest in a Smallcase of all smallcases :)

Here are the smallcases, I spoke about in the video:

To understand more about Smallcase, you can check out my other videos here:

Here are the two small cases I personally invest in:

-------------------------------------------------------------------------------------------------------------------------

My bestselling books:

My gear for shooting this video:

Useful links:

The above links are on Amazon.
If you buy any of these using the above links, I stand to make affiliate income from it. 100% of this income is contributed towards the education of kids who cannot afford it. In 2021 we contributed 38L and in 2022 we contributed 53L.

Let’s connect online:

[warikoo]

Here are the smallcases, I spoke about in the video:


You can open demat account on zerodha using this link
And start investing in smallcase through this link:

Here are the two small cases I personally invest in:

[nileshdeshmane]

The reason it's expensive is because these regulatory charges will be charged to you at time of purchase rebalance and exit of small cases. Which leaves you with very small return or no returns at all. Hence I feel it's an expensive solution. Sorry to be vocal in thoughts.

[shivangsingh]

I'm 18 years old and in my first semester of college. Thanks to you I knew about smallcase from 11th standard. And I am happy to share that I invested in my first smallcase on Diwali and also in my first stock. Though it was from the money I got from my father. I hope that I can invest much more in the future with the money that I earn on my own. It would be very helpful if you could share how one should plan ones retirement and how to build a portfolio of investments diversified in all asset classes.

[anvesh]

@10:15 Demat charges per stock (irrespective of quantity/shares sold on one day) when you sell is Rs.13.5 + GST.
However, @12:00 Sir erroneously says this charge is per stock sold, and will increase with no. of shares.
It is flat Rs.13.5 + GST per scrip in actual.

[nikhilgaur]

Hey Ankur, great video once again. Can you please make a video stimulating some years investing in a smallcase, assuming the period of rebalancing and calculating the net capital gain we would earn after all the charges (all three that you've mentioned in the above video) as well as taxes (STCG (after rebalancing) and LTCG). That would br really great and helpful. :)

[indrajeetniture]

Video is great with good explanation. But just small correction, DP changes are applicable per sell order not on per share. If u sell 1 share or 1000 in single order it will charge 15.93 rs on zerodha as DP charge for holding

[gauravshaw]

Ankur sir please make a video on WazirX.

[nileshnagare]

We need to consider Short Term Capital Gain Tax if rebalancing is done within year or LTCGT if rebalancing done after year. This tax is not applicable if fund manager does rebalancing in Mutual Fund or it's distributed among all investors of MF.

[swapnil.agrawal]

Since I have already an smallcase for which I have paid subscription, Why can’t smallcase show actual returns deducting all taxes+ subscription + small case fees. This will give more realistic overview to investors on the exact/actual returns they are getting from an particular smallcase.

[Villainouspanda]

Just an update, OTF charges are now changed on Smallcase. Its ₹ 200 + 36 (GST) & for transaction below ₹ 8000, it'll be 2.5% + GST.

[rahulchakraborty]

Really, fantastic content!!! This guy is a gem! What a clear presentation of such a complicated issue! 😊😊👍👍

[mayankpandya]

After watching whole video, I got the complete idea about the cost of smallcase. I would like to say that for a small or medium investor it's costly.

[misaayuzawa]

Thank you so much Ankur, for taking the time and effort to make this. I started my investment journey after I binge watched your videos. Safe to say you've helped make investing more accessible to the younger gen, while helping navigate through what a beginner might have thought to be too difficult and risky.

[abhinavkumarjha]

Why one should invest in Small cases compared to good Mutual Funds considering different taxes and fees we have to pay additionally in smallcases

[ImRan_Maik]

1.5x is my default speed😊😊good to see someone recommending speed up👍🏼👍🏼

[Amir.........]

You still doesn't talk about how every time rebalancing cost my return too.

[dheerajsharma]

Hi Ankur,

If you may please create a full playlist on YouTube on how to do complete fundamental analysis of a company and how to pick correct stocks.

[mayurbanta]

Hi Ankur, I started using Small case after watching your videos. Thank you very much. Is it possible for you to create a video on Mutual Funds expense ratio charges with your magic on Spread Sheets.

[dnyaneshsutar]

Everything will change but nothing will change is "EXCEL EXCEL KHELTE HAI"😂

[youandme]

invest in stock market or start a small business by my self, which one is better?