The Economic Times

Planning child education with mutual funds? Expert suggests right fund mix and key portfolio tweaks

A 37-year-old investor seeks guidance on structuring her mutual fund portfolio for her childrens education. Expert Harshvardhan Roongta recommends rebalancing allocations by reducing small-cap exposure and strengthening large- and mid-cap holdings. The advice focuses on disciplined investing, clear fund categorisation, and maintaining a balanced portfolio aligned with long-term financial goals.