True cost of Smallcase Investing EXPOSED | Ankur Warikoo

Sir It seems you are wrong about DP Charges. It is calculated as "per day per stock". If i sell 100 stocks of Infy, Flat 13.5 will be deducted, not 13.5*100 .

Agar 1 lakh invest karte hai

And every month rebalance hai

And approx 20 shares hai total small case me

Then 1 lakh pe peeche 6100 around lagega sirf stt (.1%) each on buy and sell, transactionchrges( .00345% )each on buy and sell, stamp (.015%) on buy, dp (13.5 rs) plus gst jod ke yearly

thats why small case is only good if ur investment is more than 5 lakhs

THESE ARE ONLY GOVT CHARGES, SMALL CASE CHARGES EXTRA

Sir please make a video on EXIT from Small case. Idk how long I should continue with this.

Time barbad kar diya mera 30 minutes.....faltu vidio for in estor .



Paid by small case

@warikoo ji , Sir ye 3 month ya 6 month ya 12 month subscription kyu? Me fir only 3 month he lu na kyu me 6 months lu?

Super Video, Sir

Loving your content <3 I've become your fan after watching a whole lot of your videos, please make more videos on smallcase and investments in general! Thank you for such quality content!!

nice info ... @warikoo : please talk on STCG tax , how they will calculated in mutual fund house .... so its better to compare us with mutual fund and smallcase

Thank u Sir for a very informative video

instead of mutual funds i should invest in smallcase..

still small case expensive the small case like capital mind and Mi_MT all cap charges close to 14000 per year which means for the capital of 5 lakh they are charging hefty 3% which is close to banks FD interest a year ago do you agree from the mindset of the person who has the corpus of 5 to 10 lakh

If we buy multiple Smallcase then in my demat account the shares shown separately smallcase-wise, and any category-wise or share shows mixed with each other (Assorted)?

Sir small case me sip kaise stop krte hai

Hi Ankur. Have they stopped single subscription plan of windmill capital now? Cant find it on smallcase.

♥️♥️♥️🙏

Intelligent people do not invest in all this.. john bogle clearly said do not spend in all thos .. ueah sab shoshabajo hai bull market ki

There is another fees for every SIP,you didn't mention that.😢

Will I stop getting rebalances if my subscription is expired

Zerodha and small case same board of members?

Can I sell my stocks of a smallcase even if my subscription is over?

Can small case be a passive income?

1 year later annual Windmill subscription charges has become 8000 from 6000.

There another charges that smallcase deduct, that is if you do SIP then the based on amount there will be 1.5% deducted.

If I plan to invest in All Weather Invest and Top 100 stocks, is it mandatory to subscribe to Windmill??

Should we continue subscribing to a small case until we redeem it ? Most subscription come for 1 yr like in the case of windmill but we can keep the investment for more than 1 yr.

Thank you for such a knowledgable insight on Smallcase features.

Comparison between mutual fund & small case

Is the Windmill Capital Subscription option still available? I am not able to find it

Like if we have 2 unique diff stocks company A, company B.
In Company A we have 2 stocks, in B we have 3.
So we have to pay nsdl when selling for 2 (unique stocks) or 5 stocks(2+3)?

SIP's will be deducted from the demat account or from the saving account??

Sir what is being fees for smallcase? Zerodha ke funds statement me dikhta hai ye ..

Sir isme bhi short term and long term tax lagta hai

Excellent piece... loved it. Commission and charges are generally missed while investing. Focus is always on returns. Thank you so much Ankur.

So, the subscription cost is 2k per 3 months means if I exit the smallcase in 3 months I have to pay 2k extra? But if I take 3 month’s subscription and I don’t exit in 3 months, what will be the charge?

What will happens if I take 3 months subscription ? After 3 months it will stop giving any updates?

Please create video on new fees and charges applicable by smallcase in November, 22

SIP or Lump sum? Which is better for smallcase investing?
Sir please make a detailed video on when to do SIP or Lump sum.

To decide the price at which it would be profitable to sell do this.

1) The selling price must be more then cost price. It's commonsense , but include all charges in cost price

A) At the time of buying + At the time of Selling
a) all charges;in percentage form
b) all fees;in percentage form
c) all taxes; in percentage form

and if the amount is more then that then it's profitable short term or long term

Ex.
1)Cost price at buy was 100
2)Charges , fees and taxes were 4,% ie Rs4.0 while buying
3)Charges , fees and taxes were another 4.4% ie Rs 4.4 (4 % of 110 selling price) while selling
4) Then to sell at the price above 8.4% or Rs. 8.4 above the original cost price of Rs 100 will be profitable otherwise it's a loss.
i.e 5) If i sell a 100 Rs stock at 110 Rs I will make a Rs 1.6 or 1.6% profit and not 10% as 8.4% was deducted as charges, fees and taxes cumulative at the time of buying and selling;
Disclaimer:-
🌟The figures are indicative .
🌟Please correct wherever things were not included ,
🌟Cross verify before accepting the above ,

Also Unrelated to above if one is doing day trading

There is a circuit breaker ( when and at what percentage hike in price from previous close it is triggered i am not sure) in day trading( if one does day trading) in exchanges where rarely if any stock jumps so high then trading transactions are suspended , so be aware of all these things before executing a transaction.

the minimum investments are too high dude :(

Hi... great videos on smallcase. I watched all of them(i guess)

Just try to understand...do i get actual shares in this rather than units like in mutual funds??

For momentum smallcase minimum investment was more than 30k but you said 2000.. it's confusing

Could you elaborate this? If you have already made video explaining this please share the link. Thanks

ye sab to GROW, ETMoney pe v ho zata hai.

Thanks Ankur. Key point missed is how long to remain with the small case and procedure to exit or transactions among smallcases

Hello AW... can u please enlighten on Subscription of Green energy in Small case ???

Withdraw charges

It think this is promotional video 😐

this video is outdated sir, kindly make a new video on this topic, now every time transaction fee capped at 1.5% is charged

I think you may want to update this video or may be create a new one with clear examples(that you generally do to help the community as always:) ) with below changes in smallcase charges effective 21st Nov 2022.

For every smallcase, a transaction fee of ₹100 (capped at 1.5% of the investment amount) will be applied when you invest a lump sum amount to your new or existing smallcase investment, effective 21st November 2022.

For SIPs, a charge of ₹10 (again capped at 1.5% of the amount transacted), effective 21st November 2022. Any auto-SIP set up before this date will not incur this fee.