Rebalancing is the process of periodically reviewing smallcases by their creators. It ensures that the smallcase continues to reflect the original idea. You should review & apply the update as you receive them

Please Note:

  • If you skip or customize the update, your smallcase may no longer follow the original idea and may thereby impact your returns.

  • Your SIP (if active) will also be updated

  • You can check the rebalance schedule on the original smallcase page

Track Investments

Further Reading:

  • How does applying rebalance affect my smallcase Investment?

  • Rebalance 101 - Understanding rebalances

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