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 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