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economictimes.indiatimes.com / 1 year ago
livemint.com / 1 year ago
Why it’s crucial to rebalance MF portfolios
WHAT DO YOU MEAN BY REBALANCING MUTUAL FUND PORTFOLIOS? Various asset classes move in different directions over a period of time. Due to this, asset allocation of an individual changes over a time. For example, due to a sharp rally in the price of gold by 35% in the last one year, investor allocation to gold would have increased. However, with the Nifty 50 moving up just 6-7% it could have lowered the overall allocation to equity in the portfolio. So you need to rebalance it to bring it back in line with the original. So an investor starting with 65% equity, 25% debt and 10% gold, needs to bring back this allocation at the end of the year, which is called rebalancing.
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View Details» <div data-placement=«Mid Article Thumbnails» data-target_type=«mix» data-mode=«thumbnails-mid» style=«min-height:400px; margin-bottom:12px;» class=«wdt-taboola» id=«taboola-mid-article-thumbnails-119889775»>WHY IS IT IMPORTANT TO REBALANCE MF PORTFOLIOS? Investors need to rebalance their portfolio to manage risk. For example, a low-risk investor may need 40% equity in his portfolio. But due to a rise in the stock markets, if the proportion increases to 60%, the investor is taking more risk than he intended to. Hence, restoring the original allocation will keep the risk within his tolerance limit. Rebalancing also helps one to book profits in a rising asset class and invest in another which has not risen.
WHEN SHOULD ONE REBALANCE MUTUAL FUND PORTFOLIOS?
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Financial planners suggest investors should rebalance their portfolios annually, which could be at the start of the financial year or whenever there is a sharp movement in a particular
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