News From Press Four ways to review and modify asset allocation in mutual funds

Four ways to review and modify asset allocation in mutual funds

As the financial markets scenario is changing, it is important to review and modify (if needed) the existing asset allocation.

The Economic Times May 4, 2020

In view of changing market scenario, it is important to review one’s investment portfolio. After the review, the existing asset allocation may need to be modified by making changes to match the revised allocation. With respect to mutual funds one can carry out these changes in ways listed below.

Switch request
A switch request can be made to transfer units from an existing scheme to another scheme of the same fund house.

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