Posted by IndexRebalGuy (2 hrs ago)
NSE doing it in 4 tranches – Dec, Jan, Feb, Mar. This Friday first cut. Expect 2-3% selling pressure on HDFC/ICICI every rebal date and buying in Axis/Kotak/UBI. Same pattern we saw in Nifty50 rebal last year. – HDFC/ICICI weight down to 20% by March