Special Report

How to Rebalance?

Rebalancing & asset allocation are two things no investor can afford to ignore. The March issue of Mutual Fund Insight explains why…

Even though the impending General Elections are dominating all analysis of the markets and investments, the basics of investment remain just as important. The cover story of our new Mutual Fund Insight is about Asset Allocation and Rebalancing, the two basic principles that cannot be avoided by any investor.

If you want to combine safety with returns, then you must not ignore these. It's not enough to simply choose good mutual funds. Investors should also practice these simple, elementary techniques and realise the huge benefits that they bring.

Our cover story explains what asset allocation and rebalancing are, what is their logic and how you can practice them very easily.

Apart from this very practical and useful cover story, the issue has all the regular features that readers wait for:

We bring to a farewell conversation with Franklin Templeton's legendary investment manager KN Sivasubramanian. Sivasubramanian, who through more than two decades as fund manager and and then Chief Investment Officer has overseen some of the best overall performance that fund investors have historically seen.

Our interview of the month is with Amit Tripathi, the CIO - Fixed Income of Reliance Mutual Fund. Tripathi talk about a range of issues that are impacting fixed income investing at both the micro and the macro level. We also feature Pankaj Sharma of DSP Blackrock Mutual Fund in our 5 Questions Q&A.

The fund category that we examine this month are tax planning funds. Our analysts give an overview of the category, as well as detailed analysis of seven selected funds in the category.

As always, in The Plan, our experts have analysed an actual investor's portfolio in detail and suggested a complete restructuring plan. In Buy Sell Hold, our experts answer investment queries from our readers.

This month, we are also introducing a new columnist, Vivek Kaul who writes 'And The Point Is...' Kaul is an experienced financial journalist and the author of the book 'Easy Money'. And of course, there are regular features like Fund Radar, Fund Diary, and columns from writers like Sanjeev Pandiya and Paranjoy Guha Thakurta and our comprehensive Scorecard of Mutual Fund data.

The issue is now on newsstands. You can also subscribe to the print and digital editions here, as well as get instant access to digital copy of this issue.



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