Knee-deep in smallcaps? It’s time you rebalanced your portfolio

economictimes.indiatimes.com:

Swarup Mohanty, Vice Chairman & CEO, Mirae Asset Global Investments, says “every fund manager will ask you to buy a good company at a good price. You have to decide how much of your portfolio is invested in good companies and the good companies are invariably the larger companies which have more from a balance sheet stability perspective. So, if you have bought more of the smaller companies, it is time to rebalance and that would be the right way of going ahead.”
Good to see that despite the kind of volatility that we have seen in the stock markets, the SIP data continues unabated. What is your own expectation of what the next realistic target should be for the SIP figures on a monthly basis?
Swarup Mohanty: It has become the go-to way of investing broadly for Indians. It is such a wonderful process of investing. It does allow investors to catch volatility like this and then over a period of time, the rupee cost averaging does set in. So, the process of investing through SIP is always the disciplined way and hence I think more and more Indians are catching on to it, 19,200 per month as we speak. My figure for December 2024 is 25,000. I do not see any stoppage of this at all. So, yes, I mean, great to be at the receiving end of the SIP flows.

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