Index Value
When buying a smallcase, an index value of 100 is assigned to it. This is to facilitate easy tracking
If the index value is 108.54 (as shown below), you can easily deduce that your smallcase has generated a total return of 8.54%
The current P&L (of the above smallcase) is 13.18% which is the unrealized returns from the stocks you hold
The Details view shows you a more detailed investment overview & P&L breakdown
Here you can see the total investment from your account (i.e. Money Put In) and the realized and total returns/P&L from your smallcase
Also, the individual stocks in the smallcase along with their returns (hover on the green/red arrow before the stock name, their current price, quantity & weights are shown
The Details view shows you a more detailed investment overview & P&L breakdown
Here you can see the total investment from your account (i.e. Money Put In) and the realized and total returns/P&L from your smallcase
Also, the individual stocks in the smallcase along with their returns, their current price, quantity & weights are shown
You can also read the latest news affecting your smallcase by scrolling down to the Latest News & Events section