All Collections
Managing & Tracking
How do I rebalance my smallcases?
How do I rebalance my smallcases?

Apply your rebalance and stay up to date with your investment objectives

Rahul Satish avatar
Written by Rahul Satish
Updated over a week ago

When a smallcase you hold has been rebalanced, you will be notified by email and app. You can also subscribe to WhatsApp updates as well.

Steps to apply rebalance:

  • From your Investments page, click β€œRebalance” where available

  • Review the update and make changes by clicking on "Customize"

  • Confirm the update to review and place orders

Please Note:

  • Your smallcase will be rebalanced only when you confirm & place the order, it will not be done automatically

  • You can skip the update if you do not want to apply it

  • Your SIP (if active) will also be updated to match the new constituents

Further reading:

Did this answer your question?