About Asset Allocation
What is Consolidated Account Statement (CAS)?
CAS (Consolidated Account Statement) is a statement of all your mutual fund investments made across various AMCs and serviced by various RTAs (KFintech, CAMS, and Franklin). This statement can be generated from either of the RTAs (CAMS or KFintech). ...
How do you rebalance your portfolio?
Rebalancing can be triggered based on different types of events, the two most popular being: Time-based trigger: Be reviewing your investments once a year, or any other pre-defined time period, you can re-calculate your asset allocations and ...
What is rebalancing?
Rebalancing is the process of keeping the risk-return distribution of a portfolio in check with the planned proportions over time. It is a common technique used to maintain the asset allocation of your goal or overall portfolio. Let's assume that ...
What is asset allocation?
Asset allocation is a portfolio construction strategy that involves the use of multiple asset classes to create a portfolio with risk and return characteristics suitable as per the individual’s risk profile. While equity and debt are the most ...