We have made some changes to the “Investment Strategy Tags” component for smallcases. 


The goal is to make them directly linked to the smallcase types, hence providing users a more relevant process for searching & discovering new smallcases.


For the same, we request you to update the new strategy tags for all existing smallcases by 3rd April.


New Implementation

  • In the revamped framework, the universe of strategy tags depends on the smallcase type which has been selected by you. Thus, we are moving away from the universal tags to a more layered strategy tags approach.

  • You can view the available strategy tags for each smallcase type here.

  • For “Smart Beta” & Target Date” smallcase types, no strategy tags will be present.

  • For “Tracker” & “Thematic” smallcase types, you can request for a new strategy tag to be added. Post approval, the new tags will be made available for selection on the Publisher Platform.



On smallcase app, website and broker platforms,

  • The current filter for “Strategy” will be replaced with “Category” filter

  • The user will be able to filter smallcases by selecting the smallcase type and then further selecting the relevant strategy tags


Example of how new filters will look



Impact on existing smallcases

  • We will be deprecating the current Investment Strategy section. The currently selected tags will still be stored and used on smallcase app and website, until we phase it out completely and move to the new implementation.


  • For existing smallcases, by default “Others” has been selected as the strategy tag. You are required to update the relevant Strategy Tags by going to My smallcases -> Manage -> Meta -> Strategy Tags


Select My smallcases from the navigation menu and click on “Manage” to view Strategy tags


The Strategy Tags selection component will be the bottom-most section in “Meta” tab


  • “Others” cannot be combined with any other tag


  • For Tracker & Thematic smallcase types, you will see an option to request for a new tag. You can click on the same, which will open up a form requesting you to fill in details for the new tag. Once the form has been filled, post internal review & approval we will add the new tag for the requested smallcase type. You can also access the form here


Clicking on “Request New Tag” will open up a request form where you can submit your response



Impact on new smallcases

  • For new smallcases, you will see the revamped Strategy Tags section by default.

  • You can select the relevant tags and save your smallcase as a draft or publish as per your requirement.