Name: Which funds should I liquidate while rebalancing the portfolio?
Uploaded: 2021-07-19T07:00:00+05:30
Duration: 2 min
Description: Dhirendra Kumar explains how you should go about rebalancing your portfolio

New Process Alert

Redirecting you to MF Central in

You'll be redirected to MF Central shortly. Complete the process there, then return to Value Research to upload the QR code and finish importing your portfolio.

Still Confused? Read The Quick User Guide

1 Initiate the import on Value Research Enter your email ID or mobile number linked to your mutual fund investments. Click on the "Use 1 Import" button.
You will be redirected to the MFC (MF Central) platform to continue the process.
2 Authenticate on MF Central After being redirected to the MFC platform, enter the OTP received from MFC. Click on the “Authenticate with OTP” button to proceed.
3
Select the Correct CAS Configuration On the CAS configuration screen, ensure the following options are selected:
- Under “What type of data can be shared?”, select “Both Regular + Direct Investments” (this is selected by default).
- Under “What extent of data can be shared?”, select “Transactions” (this is selected by default).
- Under “Select the AMCs you want to include?”, select “Select All the AMCs”.
After confirming the above selections, click on the “Generate QR Code” button.
4 Download the QR Code and Return to Value Research Once the QR code is generated, click on the “Download QR Code” button to download it.
On the final screen, click on the “Continue” button. You will then be redirected back to the Value Research platform.
5 Upload the QR Code to Complete the Import Upload the downloaded QR code on the Value Research platform.
After a successful upload, the import process will begin automatically. The process usually takes 1–2 minutes. Once completed, your mutual fund investments will be imported successfully.

Which funds should I liquidate while rebalancing the portfolio?

Other Videos

Subscribers' Helpline - April edition: Exclusive for VR Premium members

Subscribers' Helpline - January edition: Exclusive for VR Premium members

Subscribers' Helpline - December edition: Exclusive for VR Premium members

Subscribers' Helpline - November edition: Exclusive for VR Premium members

Subscribers' Hangout - October edition: Exclusive for VR Premium members

Subscribers' Hangout - September edition: Exclusive for VR Premium members

Subscribers' Hangout - August edition: Exclusive for VR Premium members

Subscribers' Hangout - June edition: Exclusive for VR Premium members

Should one invest more in a mutual fund when the market falls?

I withdrew 50 per cent of my investments when the market fell. How should I invest it back?

Should I exit from small-cap funds on a loss?

Do liquid funds deliver inflation-beating returns?

For generating regular income, should I opt for dividends or SWP?

What factors should one consider while preparing a financial plan?

How does a huge AUM affect the performance of a small-cap fund?

How to identify stocks worth buying during a market fall?