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You discontinued rebalancing due to LTCG. How does Portfolio Scan help since you are not considering taxes and exit load?

Rebalancing was the periodic process of exiting funds we no longer recommended and reinvesting the amount you got into the current set of funds. Every time you exited a fund, we ensured that there was no cost incurred i.e., only long-term units were to be exited, hence there was no exit load or tax implications.

Given that now there is a cost associated with exits, our algorithm has become more complex - it simultaneously considers our view on the fund category, our view on the fund and the size of the holding to make exit recommendations. In fact, tax consideration (and therefore holding period) is now less relevant because the gap between short term tax and long term tax is now much narrower.


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