RupeeCase vs smallcase
Model portfolios.
Or an algo like an index.
smallcase hosts model portfolios of stocks and ETFs built by managers, with updates you apply yourself. RupeeCase runs 18 rules based index algos that rerun on a fixed calendar, with each rebalance approved by you and placed by your own broker. Both keep the shares in your own demat; they differ in who decides each change, what is charged and what is published.
01Side by side
One table.
Each row from a dated page.
| On | smallcase | RupeeCase |
|---|---|---|
| What it is | A platform for readymade model portfolios of stocks and ETFs, most of them built by SEBI registered managers; you can also build your own basket. | 18 rules based index algos on NSE, each a published rule with a fixed universe, count, weight and calendar. |
| Who decides each change | The manager. You get a rebalance update by alert; it is not applied until you review and apply it. | A written rule, rerun on its published dates. You approve each rebalance and your own broker places the orders. |
| Platform fee | ₹100 plus GST per lump sum buy, capped at 1.5% of the order; ₹10 plus GST per SIP order; nothing on a rebalance or exit. | 0.2% of traded value per rebalance on the 18 retail strategies; nothing on holdings, no subscription, no AUM or performance fee. |
| Subscription | On fee based smallcases, a subscription set by the manager, flat or linked to the amount, billed per period. | None. |
| Minimum | Shown on each basket page, set by the share prices and weights inside it. | ₹22,000 to ₹4,75,912 per strategy, one whole share of every holding (published minimums as of 8 Aug 2026). |
| Where the shares sit | Your own demat account. | Your own demat account at your own broker; RupeeCase never holds money or shares. |
| Lock in | None; a basket can be sold at any time. | None; sell any holding on any market day. |
| What is published | Each basket page shows its methodology section, the manager and the minimum. | The rule, every past rebalance list with its date in the rebalance record, and the model back test after costs (for example Allcap, 44.70% CAGR, model, back tested, as of 27 Apr 2026). |
Model figures are back tested on NSE data after costs, as of the date shown: not client returns and not a promise of future returns. Brokerage, STT, stamp duty, exchange and depository charges apply on every route that trades shares. For the five routes an investor can take instead of a smallcase, read the guide on smallcase alternatives; for a basket next to one of our rules, the Allcap against a smallcase momentum basket page labels each column.
Sources and dates
- smallcase, home page: readymade model portfolios managed by SEBI registered experts, held in your existing demat, no lock in smallcase. Undated document. What smallcase is in its own words: who builds the baskets and where the shares sit (cited in the smallcase alternatives guide).
- smallcase fees and charges smallcase Editorial. Dated 15 Jan 2026. The smallcase platform fee per order, the SIP fee, and no fee on a rebalance or exit.
- How does a smallcase subscription work smallcase Editorial. Dated 15 Jan 2026. Fee based smallcases carry a subscription set by each manager, flat or linked to the amount.
- What happens if I miss a rebalance update smallcase blog. Dated 5 Sep 2025. smallcase rebalance updates are not applied automatically; the investor reviews and applies each one.
- RupeeCase model figures (CAGR, Sharpe, maximum drawdown) RupeeCase. As of 27 Apr 2026. Model, back tested CAGR, Sharpe and drawdown, not actual client returns.
- RupeeCase published minimum capital RupeeCase. As of 8 Aug 2026. Minimum capital: one share of every holding at recent prices.
- RupeeCase published rebalance lists RupeeCase. Record 14 May 2021 to 3 Jul 2026. Which stocks each index algo held on each rebalance date; counts, turnover and first seen dates.
- RupeeCase pricing RupeeCase. Undated document. The platform fee on the 18 retail strategies: 0.2% of traded value per rebalance, nothing on holdings; institutional and family office mandates are priced to each requirement.
Model figures are back tested, not actual client returns. Each date is when that source was last checked or published, not today.
02Questions
RupeeCase or a smallcase?
Straight answers, written to be quoted.
Is RupeeCase the same as smallcase?
No. Both keep the shares in your own demat with no lock in. smallcase hosts model portfolios built by many managers and by users; RupeeCase runs its own 18 rules based index algos, each a published rule on a fixed calendar, and charges 0.2% of traded value per rebalance on those retail strategies.
Does smallcase rebalance automatically?
No. smallcase says a rebalance update is not applied automatically: you get an alert, review the changes and apply them, and a missed update stays open until the next one or until you skip it. On RupeeCase the rule reruns on its published dates, you approve each rebalance, and your broker places the orders.
What does each one charge?
smallcase charges a platform fee of ₹100 plus GST on each lump sum buy, capped at 1.5% of the order, ₹10 plus GST per SIP order, and nothing on a rebalance or exit; fee based smallcases add a subscription set by the manager (smallcase fees page, 15 Jan 2026). RupeeCase charges 0.2% of traded value per rebalance on the 18 retail strategies and nothing on holdings. Broker and statutory charges apply on both.
Which has the lower minimum?
It depends on the basket. A smallcase shows its own minimum on each basket page, set by the share prices and weights inside it. RupeeCase minimums work the same way, one whole share of every holding, and run from ₹22,000 (5Paisa Focused Alpha 5) to ₹4,75,912 (Dynamic Asset Allocator), published minimums as of 8 Aug 2026.
A rule you can read
Every change on a date
you know in advance.
RupeeCase is a technology platform, not a fund, a PMS or a SEBI registered investment adviser. Nothing here is a recommendation of smallcase, of any basket or of any strategy.