I hold hybrid mutual funds: should I still rebalance the portfolio?

[@Anandarajguru]

Though I do not have hybrid fund in my portfolio, I had this doubt. I sincerely follow 60:40 ratio. You are the only one who talk all possibilities of asset allocation. Thank you professor.

[@padhailikhayi1995]

Started mf investment from January 2023. Am 35 years old and am investing around 1 lakh every month. So far, i have 16.78 lakhs and made approx. 7 lakhs profit in the bull run from January 2023 till now. Right now, am having 94% equity exposure and 3% debt and 3% in others. So far i have seen enough volatility and flat market especially from July 2024. And, mentally correction don’t bother and i can absorb 30-40% market correction. I have enough emergency funds approx. 15 lakhs and in my family everyone is working and are in government job. i don’t require all my investment for next 25-30 years. My doubt is -I want more exposure in small and mid cap as i will remain invested for next 25-30 years. (At present am having 57% large and 36% small and mid cap.) What should be my ideal small & mid cap exposure if i invest for next 30 years ? Please guide me.

[@1minuteinterestingfacts398]

One suggestion, if you keep your videos timeline lesser than 5-6 mins, it would be really great

[@pattufreefincal]

Trivia: Longer videos do better on KZbin!

[@rommelpeters30]

Hi Pattu sir, thank you for your valuable advise.

[@swanandarjunwadkar6247]

thank you pattu sir for making this video. very useful.

[@rajeshpatkulkar2134]

Nice video..can you pls review Motilal Oswal dynamic equity fund and make one video on it... thanks in advance

[@tushargoel5522]

Hi Pattu, need your advice. I an rebalancing my portfolio after watching your videos. Is it fine to have same fund for multiple goals with diff SIP? Ex I have 2 goals 1 is parents retirement and 2nd is my children education. Fot downside protection I think to purchase mirae hybrid fund for both the goals.. or should I purchase separate fund for them..

[@shashankskumar5819]

Thank you Sir, for these videos. I have a couple of questions and I was wondering if you have any suggestions on: 1. If you want to stop your regular mutual funds and switch to the same fund direct option - is it a good idea to reinvest the entire amount in one go or spread it out across a few months? 2. Let's say one has a one-time windfall of say ₹15 lakhs. Would it be possible to do a video with suggestions/ideas for prudently reinvesting this money? Some ideas similar to your post on secondary income and making money online. Systematic investment in a MF, buying land, buying a small commercial shop, etc? Assume In both cases the money is not needed immediately, rather in 15+ years time. Thank you.

[@pattufreefincal]

Will make a video on this.

[@shashankskumar5819]

@@pattufreefincal Thanks Sir!

[@RavindraJuyal]

Useful info. Thank you!

[@AnkyDwngan]

hello pattu, waiting for you to review kotak emerging equity fund !

[@saipraveen2]

Very Helpful...Tq Sir

[@Genie890]

"why should there be optimal way?" sounds much like "particle goes from A to B along all possible paths and not along the extremum path only ..." so we should invest the path integral way..🤣🤣🤣

[@milisarkar8430]

Very Good

[@snsramkumar]

Nice one