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 “Rebalance” 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:


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