smallcases on Kotak Securities

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 &amp; apply the update as you receive them

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

- 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

<a href="http://kotaksec-help.smallcase.com/en/articles/4744975-how-does-rebalance-action-inaction-affect-my-smallcase-investment" target="_blank">How does applying rebalance affect my smallcase Investment?</a>

<a href="https://blog.smallcase.com/rebalancing-101/" target="_blank" rel="nofollow noopener noreferrer">Rebalance 101 - Understanding rebalances</a>

- <a href="http://kotaksec-help.smallcase.com/en/articles/4744975-how-does-rebalance-action-inaction-affect-my-smallcase-investment" target="_blank">How does applying rebalance affect my smallcase Investment?</a>
- <a href="https://blog.smallcase.com/rebalancing-101/" target="_blank" rel="nofollow noopener noreferrer">Rebalance 101 - Understanding rebalances</a>

Periodic reviews to keep you aligned to your investment objective

What is rebalancing and why is it important?

Find answers and get help from Intercom Support and Community Experts

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