Life Cycle Funds: A New Approach to Portfolio Rebalancing
Pankaj Mathpal
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Life Cycle Funds: A New Approach to Portfolio Rebalancing
28 082 просмотра · 1 мес. назад
Pankaj Mathpal
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28 082 просмотра · 1 мес. назад
Can a Mutual Fund Rebalance Your Portfolio for You? | Life Cycle Funds Explained
We all have financial goals—buying a home, planning a vacation, children’s education, retirement, or simply creating long-term wealth. But as we move closer to our goals, the way our portfolio is allocated may need to change.
In this video, we explain Life Cycle Funds and their Glide Path Strategy—an approach where the asset allocation can gradually change as the fund moves closer to its predetermined maturity year.
We discuss the ICICI Prudential Life Cycle Fund 2031, 2036 and 2041, including how their equity and debt allocation can change at different stages of the investment journey.
The funds may invest across Equity, Debt, Gold & Silver ETFs, Gold & Silver ETCDs and InvITs, with the objective of managing the portfolio across different stages of the life cycle.
The video also explains:
What is a Life Cycle Fund?
What is a Glide Path Strategy?
How does asset allocation change as the goal approaches?
Why portfolio rebalancing can become difficult for investors
How predetermined maturity can help align an investment with a financial goal
How the equity allocation strategy works
NFO Period: 26 August 2026 to 9 September 2026
This video is for educational and awareness purposes only and should not be construed as investment advice or a recommendation to invest in any particular mutual fund scheme.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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