Triggering of Switch in Mutual fund based on unrealized fund return

Q & A ForumCategory: Mutual FundsTriggering of Switch in Mutual fund based on unrealized fund return
Mohana Krishnan K asked 3 years ago
Can I set Triggering of Switch in Mutual fund based on unrealized fund return ? For example, If my portfolio is having  SIPs for small cap funds providing good returns and suddenly the returns started to erode / decrease. In such cases can I automatically switch a part or full amount  to a large cap or a hybrid fund in given condition (Say below 12% of unrealized profit + investment so far). The later SIP installments can flow to the originally indented fund in this case Small cap. Even, i would like to know, whether the switch can be set  only for the clear amount ie which does not attract exit load or disregard the lock in period condition. Thanks regards
1 Answers
Sreekanth Staff answered 3 years ago
Hi, These fall under 'value added' features generally offered by popular brokerage platforms.   
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