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What is rebalancing and why is it important?
What is rebalancing and why is it important?

Periodic reviews to keep you aligned to your investment objective

Rahul Satish avatar
Written by Rahul Satish
Updated over a week 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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