Rebalancing FAQs

What is rebalancing?
What is rebalancing? Rebalancing is the process of periodically reviewing smallcases by their creators. It ensures that the smallcase continues to ref...
Fri, 5 May, 2023 at 2:47 AM
What is the rebalancing frequency?
What is the rebalancing frequency? Each of our portfolios have different rebalancing frequency.  Momentum: Monthly  Balanced MFT: Monthly  Innov...
Fri, 5 May, 2023 at 2:48 AM
How to rebalance?
How to rebalance?  When a Smallcase you hold has been rebalanced, you will be notified by email and app. You can also subscribe to WhatsApp updates as w...
Fri, 5 May, 2023 at 2:49 AM
Why is rebalancing important?
Why is rebalancing important? It is utmost important to rebalance as the current constituents and weights in your existing portfolio will be retained and ...
Fri, 5 May, 2023 at 2:49 AM
Is rebalancing a mandatory process & can it be edited?
Is rebalancing a mandatory process & can it be edited? No, rebalancing is not a mandatory process, however it is advisable to follow regular rebal...
Fri, 5 May, 2023 at 2:49 AM
What happens if a stock gets delisted / hits upper or lower circuit?
What happens if a stock gets delisted / hits upper or lower circuit? If a stock gets delisted or hits upper circuit the trade for that particular stock...
Fri, 5 May, 2023 at 2:50 AM