09 Oct 2025 | 5 Mins Read
Rebalancing your mutual fund portfolio for optimal returns
Flipitmoney
Sell Unnecessary MFs and Simplify Your Portfolio Without Compromising Returns - liquidity needs and financial goals; - performance (exit underperforming funds by 5-yr CAGR comparison); - investment style (consider temperament & risk tolerance); - portfolio overlap (retain funds with similar holdings, unless with high expense ratios); - funds' AUM size and deviation from intended strategies.