Login to www.kotaksecurities.com or the Kotak Stock Trader App.

For App: Kotak Stock Trader App: Login -> More -> Core Investments -> smallcase ->

then head over to the “Investments” section seen in the smallcase platform.

You can track the following metrics for each one of your smallcases from your “Investments


  • Index Value is an all-inclusive real time value representative of the total returns of your smallcase. It is calculated as (100 + (Total Returns / Money Put in * 100))
  • Money Put in is the total amount invested since you started investing
  • Total Returns is the sum of realized & current returns, shows how much profit/loss you have made till date
  • Current Returns are the current profits/losses you will realize if you exit today
  • Realized Returns represents the total profit/loss that you have already booked
  • Current Investment is the sum of investment into each of the stocks
  • Current Value is the amount you will get if you decide to exit today, it is the sum of Current Investment and Current Returns