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RETIREMENT PORTFOLIO REBALANCING
MF Tracker: TRUSTMF Small Cap Fund topped one-year return chart with 22.77% gains. Can the rally continue?TRUSTMF Small Cap Fund emerged as the best-performing equity mutual fund over the past year, delivering a 22.78% return and outperforming b...- Good investing outcomes come from doing few boring things well: Nithin KamathZerodha co-founder Nithin Kamath said building long-term wealth does not require chasing hot stocks or timing the market. He stressed that ...
- Is Rs 2 crore enough for retirement? See the monthly income you can generate and how long your corpus may lastRetirement planning India: Retiring with Rs 2 crore? Experts advise a prudent 3.5-4% withdrawal rate, yielding around Rs 60,000-Rs 70,000 m...
- NRI Talk| For a Rs 50 crore NRI portfolio, structure matters as much as stock selection: Tarun BiraniNRIs view India with cautious optimism, recognizing its long-term growth potential despite recent market flatness and rupee depreciation. D...
- The problem with owning 13 mutual funds to reach Rs 4.67 crore goalAn investor's 13-mutual fund portfolio, aiming for Rs 4.67 crore, was deemed over-fragmented and style-overlapping. An expert advised conso...
- Nifty in control of FIIs? The unlucky 13 bluechips facing the hardest institutional selloffForeign investors have significantly reduced holdings in many Nifty companies since September 2024. This has impacted top blue-chip stocks,...
- Rs 1.50 lakh/month income from Rs 1.5 crore corpus? Easy retirement strategies explainedRetiring with Rs 1.5 cr can provide a monthly income, but the amount depends on risk appetite and investment returns. Experts suggest withd...
- Planning early retirement at 50 with a Rs 12.5 crore corpus? Expert explains how to generate Rs 2 lakh monthly incomeAn investor planning early retirement at 50 with a Rs 12.5 crore corpus seeks expert advice on generating Rs 2 lakh monthly income. The exp...
- NFO Alert: Kotak Mutual Fund launches Kotak Nifty Alpha Low-Volatility 30 Index FundKotak Mutual Fund has launched the Kotak Nifty Alpha Low-Volatility 30 Index Fund, an open-ended scheme tracking the Nifty Alpha Low-Volati...
- How to rebalance mutual funds, FDs & PF investments before retirement? Expert shares roadmapAs retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting ...
- From Rs 2 crore retirement corpus, how much monthly income can you withdraw in retirement?Retiring with a Rs 2 crore corpus requires careful planning for monthly income. Experts suggest safe withdrawal rates between 3-5% annually...
- Paying extra for MF-PMS? Here’s what investors get and what they may lose on returnsPMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...
- Mother’s Day 2026: Why mutual fund SIPs, emergency funds, and insurance are essential for mothersFinancial experts emphasize smart planning for mothers' future security, urging early and consistent investing. Flexi-cap and large-cap fun...
- Gulf NRIs are dumping real estate, and betting big on India’s stock marketGCC-based NRIs are shifting investments from Indian real estate to equities and financial assets, driven by geopolitical uncertainty and a ...
- Can Rs 70 lakh grow to Rs 5 crore? Expert says a 10% step-up SIP may fall short of the goalA 55-year-old investor targeting Rs 5 crore from a Rs 70 lakh corpus may fall short with a 10% step-up SIP, experts caution. Even with 13–1...
- Planning retirement at 42 with Rs 30 lakh? Here is how to build Rs 10 crore corpus in 20 yearsA 42-year-old Mumbai investor sought guidance on building a Rs 10 crore retirement corpus in 20 years. Expert Shivam Pathak reviewed his SI...
- Rs 2 crore retirement fund at risk during market crash? Here’s how to make it more resilientVinayak Magotra, product head & founding team, Centricity WealthTech, says for someone eyeing a retirement in a few years from now, they ca...
- Personal Finance Tips: Follow these tips to end 2025 in strong financial notePersonal Finance: Investors with highly appreciated holdings in taxable accounts should consider giving appreciated assets directly to char...
- Long-term investing comes with power to rebalance portfolio as and when neededRebalancing need not be a kneejerk response. At every stage of an investor’s savings and investing journey, some assets will dominate the o...
- Changing NPS fund allocation to increase debt, yearly review and rebalance of portfolio can help Meheta meet her goalsThe Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if...
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