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02-strategic-allocation May 2, 2026

When should I rebalance my SAA?

When to Rebalance Your SAA

There are two standard triggers — use both, not just one.

1. Calendar Rebalancing

Rebalance annually at a fixed date. [1] This is simple, low-cost, and prevents you from reacting to short-term noise.

2. Threshold (Drift) Rebalancing

Rebalance when any asset class drifts more than 5 percentage points from its target weight — even if the annual date hasn't arrived. [1] This caps the risk of large unintended bets building up silently (e.g., equity weight ballooning from 60% to 75% after a rally).


How to Rebalance — Tax-Efficiently

Before selling anything, use new SIP contributions first. Direct fresh money into underweight asset classes. This:
- Avoids triggering capital gains tax on existing units
- Minimises transaction costs
- Achieves the same rebalancing effect more cheaply [1] [3]

Only sell existing holdings if the drift is too large to correct through new contributions alone.


What Should NOT trigger a rebalance

The SAA should only be structurally revised when there is a material life change — new dependent, property purchase, significant income change. [1]

Reacting to markets is TAA — Tactical Asset Allocation — definition">Tactical Asset Allocation (TAA), which is a separate, optional decision — and one to attempt only after the SAA is solid. [3]


Apply this → Go to Portfolio Builder to check your current asset class weights against your targets and see where drift has accumulated.

Sources cited

nism 15.2.6 Codicils
nism 15.16 Strategic versus Tactical Asset Allocation
nism Section 70 of the Indian Succession Act requires that a document declaring the intention
nism 9.4.1 Strategic Asset Allocation (SAA)
nism 1.1 Investors and their Financial Goals