At smallcase, we believe transparency is one of the most important characteristic of a financial instrument. Working in this direction, we have recently introduced lots of new features on the platform
1. Valuation and Sharpe Ratios
Now you can see and compare valuation ratios of a smallcase vs. benchmark — just click on the compare ratio button on the bottom right side of the historical performance chart. You can access this information for Quality – Smart Beta smallcase here.

The best part is that all the valuation ratios for both smallcase and benchmark are calculated on a consolidated basis, not on standalone numbers.
2. Market Cap Distribution
This features enables you to see how much of your money would be going into largecap, midcap or smallcap section of the market, if you decide to invest in the smallcase. This can be seen post broker login just below the stocks and weights of the smallcase

3. Segregating live & backtested performance
This was one of the most requested feature on the platform. Now you can see how the smallcase performed before the launch date in the backtesting period and after the launch date when it was live on the platform. To see this just click on the MAX button on the range selector for historical performance chart.

4. Downloading full historical Index Series/NAV values of the smallcase
Users can download the daily index series of the smallcase in an Excel file by clicking on the Download Chart button, just below the Past Performance chart, as shown in the above image. Index Series for a portfolio of stocks works exactly like the stock price for individual stock. You can use the historical data to calculate the returns in any time period or run your own analysis.
5. Improved Risk Labels
Understanding risk of a financial instrument is as important as analyzing returns. To ensure that users understand the associated risk, we have started using the new color scheme and are highlighting the risk labels right at the top of the smallcase page.

Currently we are showing the risk labels by comparing the historical volatility of the strategy with Nifty, but we would soon be introducing some absolute risk measures also.
6. Factsheets
Judging from the feedback received till now from the users, this is one of most useful feature. Now you can download all the essential information about a smallcase in pdf format, by clicking on the Factsheet link on the smallcase page. A smallcase factsheet has all the necessary information about the smallcase like — Returns, Risk, Subscription Type, Important dates, SEBI registration details of the creator etc. All smallcase factsheets get updated on a daily basis. You can checkout the factsheet of Low Risk — Smart Beta smallcase here.

We hope these changes have made smallcases even more transparent than before. Please do share your suggestions on how we can further improve the transparency on smallcases platform.
Thanks for bringing in many of the requested features. (Better late than never…)
In the performance section, could you also provide XIRR return for the SIP investments in addition to the lumpsum investments. This way SIP investors can better understand their returns…
Hi Balaji – this is something already in our list of suggestions 🙂 We’ll update you if anything comes up regarding it.
Many thanks for bringing on the new features. Appreciate the focus on transparency. Can you also include a feature to be able to see the historical composition of the smallcase at any particular date.
Hi Jinesh -feedback noted!
Waiting for Transaction history for each smallcase. Currently its unavailable.
Hey Surjith! If you’re referring to the history of rebalances, this is something in our list of suggestions. Will let you know if anything comes up regarding it.
Would it be possible to show “current value of ₹100 invested once at launch”? Or, a graph that starts at launch with the benchmark and smallcase starting at the same value?
Hey Manish – interesting suggestion! Noted!
Hi, This is indeed go a long way for TA on the chart. However, one thing I have missed for quite long time and discussed with your team also. Can you provide the candlestick chart please? That will immensely help.
Hi Saikat! smallcases are long term investing instruments and work best that way. Candlestick charts are mostly used in trading and hence will not be best suited for smallcases. Nonetheless, feedback noted! 🙂