After you have zeroed in on a smallcase, you can invest in it in a few clicks. You can choose to do this as a SIP or as a one-time investment.

As a SIP:

With SIP, your first installment will always be an amount equal to or greater than the minimum investment amount of that smallcase. This is to ensure that the weighting scheme is maintained to remain true to the underlying theme/strategy/model of the smallcase. You can simply tap on Confirm Amount > Start Monthly SIP

 

SIP orders are not placed automatically. When the SIP is due, you will receive a notification and will be able to execute the SIP in just a couple of clicks. You can edit the SIP settings when required.                     

As a one time investment:

For those who do not wish to set up a SIP in the smallcase, you can simply click on One Time to invest in the smallcase as a lumpsum investment. Your investment amount should be equal to or greater than the minimum amount. 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.

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.

AMO order:

You can also place these orders for your smallcases after the market hours using AMOs. 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 stock 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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