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Showing posts from September, 2026

NFO Alert : NFO's in October 2026

  Several prominent New Fund Offers (NFOs) are live or scheduled to close in October 2026 across Indian asset management companies . Investors can choose from a mix of broad-market index funds , theme-focused ETFs , contrarian equities , and specialized hybrid products .   Open & Closing NFOs in October 2026 The following mutual fund schemes are open for subscription during October 2026: Fund Name Category Open Date Close Date Aditya Birla Sun Life BSE Total Market Index Fund / ETF Equity - Passive Index 30 Sep 2026 14 Oct 2026 ICICI Prudential Contra Fund Equity - Contra 28 Sep 2026 12 Oct 2026 WhiteOak Capital Diversified Equity Small Cap FOF Equity - Fund of Funds 28 Sep 2026 12 Oct 2026 Mirae Asset Life Cycle Fund 2056 Hybrid - Life Cycle 28 Sep 2026 12 Oct 2026 Nippon India CRISIL-IBX FAR Gilt ETF Debt - Gilt ETF 29 Sep 2026 12 Oct 2026 Motilal Oswal Nifty REITs & Realty Index Fund Equity - Sectoral Index 25 Sep 2026 09 Oct 2026 HDFC FTSE India Equity ETF Equit...

Why to Rebalance Your Mutual Fund Investments Annually

  Annual rebalancing keeps your portfolio aligned with your target risk profile, locks in profits from top-performing assets, and enforces a systematic strategy to buy low and sell high . Without it, portfolio drift will naturally alter your asset allocation over time, exposing you to higher risk than intended. Why Annual Rebalancing is Vital Controls Risk Exposure: Strong equity market runs cause stocks to outperform bonds, increasing your stock exposure and making your portfolio significantly riskier. Locks in Profits: Rebalancing forces you to systematically trim gains from overperforming assets. Buys Undervalued Assets: It automatically channels capital into underperforming asset classes that may be poised for a recovery. Mitigates Emotional Decisions: It removes market timing anxiety by substituting an automated, rule-based framework. The Mechanics of Portfolio Drift Over a year, market movements naturally shift your initial allocation. If stocks surge, a conservative 60/...