Managing & Tracking
Everything you need to know about your investments
9 articles
Written by Rahul Satish and Angith
Understanding XIRR
Tracking returns of your investmentsWritten by Rahul Satish. Updated over a week ago
Why is my rebalance order suggesting changes to the stocks which are not added/dropped in the rebalance update?
This happens due to price changes. A buffer has been added to avoid unnecessary transactions during rebalanceWritten by Rahul Satish. Updated over a week ago
How do I track the performance of my investments?
Metrics that help you know how your smallcase is doingWritten by Rahul Satish. Updated over a week ago
How can I invest more or exit from my smallcase?
Select your smallcase, place an "Invest More" or "Exit" orderWritten by Rahul Satish. Updated over a week ago
How do I edit/end my SIP?
Change your SIP frequency, amount and next instalment dateWritten by Rahul Satish. Updated over a week ago
How does SIP instalment work?
Learn how funds are used from your Kotak trading account for SIP ordersWritten by Angith. Updated over a week ago
Can I add or remove stocks from my smallcase?
Learn to manage your smallcase investmentWritten by Rahul Satish. Updated over a week ago
How do I rebalance my smallcases?
Apply your rebalance and stay up to date with your investment objectivesWritten by Rahul Satish. Updated over a week ago
Do's and Don'ts of investing in smallcases?
Tips to stay on track with your smallcase investmentsWritten by Rahul Satish. Updated over a week ago