Mutual Fund Rebalance

[sbmsrk]

Hi Community,

I am kind of new in the space of investing. Just a few months ago, I have invested in a smallcase and a mutual fund. For smallcase, I am aware that the rebalance is initiated by the fund manager and we just have have to review and apply the rebalance into our portfolio. But for mutual fund, how does the rebalance happen, is it the same as smallcase and if not, then how can we rebalance our mutual fund portfolio?

Appreciate your response on this. It would be really helpful for me to get some insights.

Thank you.

 

[The INSANE Trader]

Hi Community,

I am kind of new in the space of investing. Just a few months ago, I have invested in a smallcase and a mutual fund. For smallcase, I am aware that the rebalance is initiated by the fund manager and we just have have to review and apply the rebalance into our portfolio. But for mutual fund, how does the rebalance happen, is it the same as smallcase and if not, then how can we rebalance our mutual fund portfolio?

Appreciate your response on this. It would be really helpful for me to get some insights.

Thank you.

Fund managers rebalance within a fund, but you must rebalance your overall portfolio.
Trim overgrown funds and invest in under-allocated ones. Increase SIP in lagging funds instead of selling. Rebalance every 6-12 months.