Managing & Tracking

Everything you need to know about your investments

9 articles in this collection
Written by Rahul Satish and Angith

Understanding XIRR

Tracking returns of your investments

Written 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 rebalance

Written 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 doing

Written 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" order

Written by Rahul Satish
Updated over a week ago

How do I edit/end my SIP?

Change your SIP frequency, amount and next instalment date

Written 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 orders

Written by Angith
Updated over a week ago

Can I add or remove stocks from my smallcase?

Learn to manage your smallcase investment

Written 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 objectives

Written 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 investments

Written by Rahul Satish
Updated over a week ago