Articles tagged “Rebalancing”
5 articles.
- How to rebalance your mutual fund portfolio
Step-by-step procedure for rebalancing a mutual fund portfolio. Covers when to rebalance, methods (switch / SWP / fresh allocation), tax-efficient rebalancing, …
- How to convert ETF holdings to index fund (or vice versa)
Step-by-step procedure for converting ETF holdings to an index fund (or vice versa). Covers sale-then-buy execution, tax implications, and the use case.
- How to switch between PPFAS schemes
Step-by-step guide to switching between Parag Parikh PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering source and destination scheme selection, the …
- How to set up STP from PPFCF to Liquid Fund (and other PPFAS pairs)
Step-by-step guide to registering a Systematic Transfer Plan (STP) between two PPFAS Mutual Fund schemes via selfinvest.ppfas.com, covering …
- Smallcases on Zerodha
Smallcase investment on Zerodha: how thematic basket portfolios work, SIP via smallcase, rebalancing mechanics, charges, and tax treatment.