Do you actively rebalance the portfolio based on growth strategy?

Modified on Fri, 30 Jun 2023 at 03:15 PM

Active rebalancing involves exiting and reinvesting based on specific objectives, such as recommendations from the Portfolio Health check or fund quality. However, it's important to note that active rebalancing may incur exit load and taxes. The benefits of active rebalancing should outweigh the impact of these charges.

On the other hand, passive rebalancing focuses on adjusting the structure of your ongoing SIPs and one-time investments to align with your objective. The growth strategy employs passive rebalancing, where our fund recommendations constantly strive to bring your portfolio closer to the target allocation set by your growth strategy.

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