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
- 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