Index Value

When buying a smallcase, an index value of 100 is assigned to it. This is to facilitate easy tracking

If the index value is 108.54 (as shown below), you can easily deduce that your smallcase has generated a total return of 8.54%

The current P&L (of the above smallcase) is 13.18% which is the unrealized returns from the stocks you hold

The Details view shows you a more detailed investment overview & P&L breakdown

Here you can see the total investment from your account (i.e. Money Put In) and the realized and total returns/P&L from your smallcase

Also, the individual stocks in the smallcase along with their returns (hover on the green/red arrow before the stock name, their current price, quantity & weights are shown

The Details view shows you a more detailed investment overview & P&L breakdown

Here you can see the total investment from your account (i.e. Money Put In) and the realized and total returns/P&L from your smallcase

Also, the individual stocks in the smallcase along with their returns, their current price, quantity & weights are shown

You can also read the latest news affecting your smallcase by scrolling down to the Latest News & Events section

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