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:
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If you skip or customize the update, your small case may no longer follow the original idea and may thereby impact your returns.
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Your SIP (if active) will also be updated
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You can check the rebalance schedule on the original smallcase page
When I exit my smallcase, does it just sell my existing investments, or does it also cancel my ongoing SIP?
Can we check the status of the SIP on the day of SIP execution?
Where should I keep my funds for smallcase investment?
What happens if I sell my smallcase holdings from my portfolio under the Investment tab?