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What is rebalancing and why is it important?

Periodic reviews to keep you aligned to your investment objective

Paramita avatar
Written by Paramita
Updated over 4 years ago

Rebalancing is the process of periodically reviewing smallcases by their creators. It ensures that the smallcase continues to reflect the original idea. You should review & apply the update as you receive them

Please Note:

  • If you skip or customize the update, your smallcase may no longer follow the original idea and may thereby impact your returns.

  • Your SIP (if active) will also be updated

  • You can check the rebalance schedule on the original smallcase page

Further Reading:

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