When should you rebalance your mutual fund portfolio?

When should you rebalance your mutual fund portfolio? In this exclusive episode featuring Quantum Mutual Fund’s CEO Mr Seemant Shukla, we deep-dive into the right asset allocation for every Life Stage. When it comes to asset allocation you could follow the 12-20-80 rule. You must have a 12 months emergency fund mainly in liquid funds, then 20% allocation towards gold and 80% towards equities. You can use sip and top up sip to get the requisite asset allocation towards equities. One of the main factors for asset allocation is the ability and willingness to take risks. 00:00 Coming Up 01:13 About Mr Seemant Shukla 03:29 Learn about India’s growth story and the opportunities and risks involved 08:31 Which sectors could generate wealth for investors over the long run? 11:21 Why does one need the right asset allocation for different life stages? 13:51 What are the different life stages and why do they matter? 19:36 Is asset allocation more about age, or more about the life stage you're in? 21:40 What are the parameters you must consider before deciding your asset allocation? 26:24 How important is wealth creation vs wealth preservation to reach your financial goals? 28:38 Suppose you have not accumulated enough wealth for a particular life stage, how could you catch up? 32:10 How often should you revisit your asset allocation? 34:50 What are the strategies followed by the Quantum small cap fund to beat its category and benchmark over 1 year? 38:38 Learn about Mr Seemant Shukla’s investment journey and asset allocation 43:52 What are the signs that tell you an equity fund has made a successful comeback? 47:20 How does Mr Seemant Shukla navigate market fads? 50:35 What is Mr Seemant Shukla’s reaction if he suffers losses with mutual funds in his personal portfolio? 51:49 What are Mr Seemant Shukla’s learnings and mistakes from the equity markets? 54:08 Rapid Fire Round 1:06:00 Key Learnings Subscribe to Groww Mutual Fund Channel : http://bit.ly/2FX57wj About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ RA Disclaimer Link - https://groww.in/p/sebi-research-anal... We also have a Kannada, Tamil, Telugu & a Malayalam channel Please subscribe here: 👉 Groww Kannada - https://bit.ly/3ekyeKP 👉 Groww Tamil - https://bit.ly/3cbhN3Z 👉 Groww Telugu - https://bit.ly/39aLpwC 👉 Groww Malayalam https://bit.ly/3enG2LV 👉 Ipo review by Groww -    / @iporeviewbygroww   Follow us on: Facebook:   / growwapp   Twitter:   / _groww   Instagram:   / mutualfundswithgroww   LinkedIn:   / groww.in   #groww #mutualfund Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at [email protected] or you can call us at +91 9108800000.