Comment on Introducing smallcase — Invest in ideas

Vasanth commented on 16 Jul 2016, 03:08 PM

Hey Anand, we track all our smallcases daily. If we feel any change is required, we issue a rebalance update immediately.

The quarterly rebalance takes into account the company’s results in the previous quarter and plans for the next to judge whether it still fits into the smallcase theme

Not all of them do, for eg the Monsoon Cheer smallcase gives a higher weight to Hero Motocorp

Vasanth, smallcase

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