To rebalance a mutual fund basket, first go to the ‘My Baskets’ page on Starfolio, as shown below.

preview rebalancing basket

Navigate to your invested basket, visible under the ‘Investments active’ section on the ‘My Baskets’ page. Here, click on the ‘Rebalance from Source’ button.

preview rebalancing basket

From here, you will be taken to the edit page, where you have the ‘Rebalance from source’ button.

preview rebalancing basket

This will automatically rebalance your basket based on the current stocks in the mutual fund used to create your basket. If there are any changes in stocks, your basket will be rebalanced accordingly.

After confirming the changes, a pop-up with changes in your portfolio will be shown. You can then save changes to complete the rebalancing process.

review rebalancing changes

Review the changes and ensure that everything looks fine before saving your changes. With this, the basket is rebalanced and ready for Execution or Transaction. To do this, go to the Basket overview page and click on the ‘rebalance pending’ tab.

rebalancing pending

Now, click on the ‘preview’ button to view changes.

rebalance invested review basket

After confirming, your broker will execute the order at the available market price after you confirm.

preview popup

Video Walkthrough