After you have narrowed down on a smallcase, you can invest in it in a few clicks.
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.
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.
You can then click the Invest Now button to place the orders on the market. Market orders with immediate or cancel (IOC) validity are placed for all smallcases.
Track your investments
You can track performance of all your smallcases on your Investments page:
The values here show the current value of the stocks/shares you hold (Current Value), the investment amount you had bought these stocks/shares (Current Investment) and the unrealized returns from your holdings (current P&L).