- Every smallcase is reviewed & updated on a regular basis (mostly quarterly) to ensure the constituents of the smallcase continue to reflect the underlying idea/ strategy. During rebalancing, the constituents of the smallcase and the weighting scheme are revised as per the underlying idea/ strategy.
- The smallcases created by the research team are rebalanced to keep up with the theme they’re intended to follow.
- Rebalance updates aren't applied automatically. When a smallcase you hold is rebalanced, you receive a rebalance update with which you can view and apply the changes made & update your smallcase (by buying/ selling the required stocks) in 2 clicks. You can also edit the changes before applying the update or skip the update altogether.
- When you receive a rebalancing update for a smallcase, you can choose to apply the update or ignore it.
- When a smallcase you hold has been rebalanced, you receive a Rebalance Update notification for the same via email.
- There are no convenience charges for rebalancing your smallcases.
Note: Created and customized smallcases will not receive rebalance updates. You must monitor your smallcase and rebalance it from time to time.