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You discontinued rebalancing due to LTCG. How does this feature help since you are not considering taxes?

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, we no longer simply recommend exits from the dropped funds. Instead, we continue to monitor the dropped funds, rank these according to our internal algorithm and suggest action to withdraw only if we suspect risk and believe that you no longer should hold the fund.


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