Smallcase and model portfolios: how the options compare

A published list of stocks and weights that an investor holds directly in a demat account and updates when the list changes.

A fund holds the shares in its own name and you hold units; with a model portfolio the shares sit in your own demat and the trades show in your own statement.

Either a manager’s view or a written rule. The comparison pages show which applies to each route and how often the list changes.

Every strategy page links its rebalance history, with each published list, the names in and out, and the date.