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Using LAMF to Maintain Portfolio Balance During Market Volatility
Investors use LAMF to rebalance portfolios without selling assets or triggering taxes.
Financial strategists spotlighted LAMF as an advanced tool for tactical rebalancing. Investors borrow against debt mutual funds to buy equities during market dips, preserving compounding while capturing upside potential.
A ₹10 lakh debt fund at 9% can support a ₹5 lakh LAMF at 10% cost, maintaining neutral yield and preventing premature redemptions.
Experts term it a ‘liquidity bridge’—offering disciplined reallocation without tax triggers. This approach is gaining traction among high-net-worth investors and advisors.