https://v2.webnotes.in/tags/asset-allocation/Recent content in Asset Allocation on WebNotesHugoen-INTue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-build-balanced-portfolio-mf/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-build-balanced-portfolio-mf/<p><strong>Balanced MF portfolio</strong> with 4-5 funds covers all asset classes without fragmentation. More funds doesn&rsquo;t mean more diversification; it usually means costly index replication.</p> <p><strong>Conflict-of-interest disclosure.</strong> This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC or platform. No affiliate commission is earned.</p> <p><strong>Market-risk disclaimer.</strong> Mutual fund investments are subject to market risks. Past performance is not indicative of future returns. Portfolio drawdowns of 20-40% are normal in deep bear markets.</p>https://v2.webnotes.in/how-to-rebalance-mf-portfolio/Tue, 19 May 2026 00:00:00 +0000https://v2.webnotes.in/how-to-rebalance-mf-portfolio/<p><strong>Rebalancing</strong> brings your portfolio back to its target asset allocation after market moves cause drift. The tax-efficient approach is to redirect future contributions rather than switching existing holdings; both are valid but the tax cost differs significantly.</p> <p><strong>Conflict-of-interest disclosure.</strong> This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned. <strong>For substantial portfolios, consult a SEBI RIA or CA.</strong></p>