Additional considerations
Portfolio switches / Rebalancing: We will recommend a portfolio rebalancing whenever equity mutual funds get to very cheap or very expensive levels (on average once in 2-3 years). Please note in a few cases, investors may also incur some exit load in such a scenario
All performance numbers shown above are after expenses but before taxes. Tax liabillities rest with the investor
Performance numbers shown above are for lumpsum growth funds. Performance of dividend payout and SIP may vary
