After you have narrowed down on a smallcase, you can invest in it in a few clicks.                         

Confirm amount

There is a minimum investment amount associated with each smallcase. You can invest that amount into the smallcase, or enter a specific amount greater than the minimum to invest into the smallcase.

The amount you enter is adjusted to ensure the weights of the stocks are closest to the required weighting scheme.

Once you confirm the amount, you can review your smallcase order - the stocks, their weights & actual quantities.

Funds check

When you confirm the amount, a funds check is conducted. If sufficient balance isn't available in your Zerodha funds you would be asked to add funds.

Review & Place orders

Once you confirm the amount, you can review your smallcase order - the stocks, their weights & actual quantities before confirming.

While reviewing, you have the option to set up invest the minimum amount at that point and also setup SIP to invest regularly in the future. If you don't wish to set up SIP, you can simply uncheck the 'Start SIP' option and then confirm.

AMO order:

You can also place this order for your smallcase after the market hours using AMO. The order will be executed in the next market day  between 09:00 AM and 09:14 AM (pre-market hours) 

For more on how to place AMO orders, click here

Note: Please maintain a surplus cash of some additional amount in your Zerodha funds. This is to ensure you have enough funds to purchase all the stocks instantly in case if the stocks price hiked up. 

Once the orders are executed, you can check the status from the Orders page under your Account Icon. 

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