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What is rebalancing and why is it important?

Rebalancing is the process of periodically reviewing smallcases by their creators.

You’ll be notified via email, SMS and platform notification whenever a rebalance update is available. It ensures that the smallcase continues to reflect the original idea. You should review & apply the update as soon as you receive them

Please Note:

  • If you skip or customize the update, your small case 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

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