Rebalancing News

In April, investors favoured debt mutual funds amid market volatility, resulting in net inflows of ₹2.19 trillion, the highest since 2005.

Rebalancing a portfolio helps investors maintain their target asset allocation, manage risk, and enhance long-term returns. By adjusting holdings based on market movements, investors can stay aligned with their financial objectives.

In 2024, Indian markets achieved an 8% gain, recording their ninth year of growth. Despite challenges like weak corporate earnings, experts suggest investors diversify portfolios, focus on high-potential sectors, and maintain cash reserves to navigate the expected volatility in 2025.

As benchmark indices are on a decline, it's natural to question the stability of your mutual fund portfolio. Here's why this might be the right time to reassess your investments.

Swarup Mohanty Interview - Swarup Mohanty, the CEO of Mirae Asset Mutual Fund is scared of retiring. Mohanty is 'paranoid' because he firmly believes that India is going to face a medical inflation, and the cost of healthcare will be much higher than it is now. Hence, he has a health cover of a whopping ₹4 crore for his family. Mohanty & his wife are also art connoisseurs, and invest quite heavily in artwork. On this episode of Guru Portfolio, a riveting chat with the CEO of India's only mutual fund which has 100% foreign ownership - watch!

Often at the start of your investment journey you may set out a strategic asset allocation that is the basic framework of assets you need to achieve your goals

Getting started with mutual funds is not difficult, but it would be best if you do so with some help at hand

Back in 2000, investors were liberal in valuing companies belonging to select themes like information technology (IT)

Investments have to be adjusted according to various factors, but not all changes may be worthwhile

The state will have to learn to facilitate private entrepreneurship rather than plan mass public projects