Do I need to rebalance my portfolio?
If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
By ET Online |
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I am a 24-years-old aggressive investor. I want to create wealth. I am investing in these schemes via SIPs:
UTI Transportation and Logistics Fund: Rs 1,000
Mirae Asset Emerging Bluechip Fund: Rs 1,000
L&T Emerging Businesses Fund: Rs 1,000
Reliance Small Cap Fund: Rs 1,000
Kotak Select Focus Fund: Rs 1,000 .
I want to rebalance my equity portfolio to smallcap 40 per cent, midcap 30 per cent and largecap 30 per cent. Will my portfolio be okay after Sebi’s re-categorisation?
-- Saran Sivan
Shifali Satsangee, founder, Funds Vee’da, responds:
Your investment allocations are according to your needs. And you don’t need to rebalance your existing portfolio.
UTI Transportation and Logistics Fund: Rs 1,000
Mirae Asset Emerging Bluechip Fund: Rs 1,000
L&T Emerging Businesses Fund: Rs 1,000
Reliance Small Cap Fund: Rs 1,000
Kotak Select Focus Fund: Rs 1,000 .
I want to rebalance my equity portfolio to smallcap 40 per cent, midcap 30 per cent and largecap 30 per cent. Will my portfolio be okay after Sebi’s re-categorisation?
-- Saran Sivan
Shifali Satsangee, founder, Funds Vee’da, responds:
Your investment allocations are according to your needs. And you don’t need to rebalance your existing portfolio.
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