Smallcase
Updation, rebalance and more
Smallcase investments consist of a group of stocks, and in your Dhan portfolio, they appear in two places. First, they are listed under the Custom Portfolio section – Smallcase in your Dhan app, where you can see the name of the smallcase basket you've invested in. Second, the individual stocks or ETFs within that smallcase also appear in your Dhan holdings as standalone stock or ETF holdings.
If you sell individual stocks or ETFs from your Dhan portfolio that is part of a smallcase, the smallcase portal may still show these as part of your investment basket. This can lead to a mismatch between what's shown in your Dhan portfolio and the smallcase portal.
To resolve this, log in to the smallcase portal using your Dhan credentials and select the "Reconciliation/Repair" option. This will sync your smallcase and Dhan investments, ensuring they are up to date.
Related FAQs

