If your goal is eligible for rebalancing but any particular folios are not being considered, it may be because of either of the following reasons;

1. Your investment in the folio may be under a lock-in period. ELSS (tax save) funds, for example, have a 3-year lock-in period and every investment has its own lock-in cycle.

2. The folio may have been frozen by us and we would have sent you an email regarding the same (when frozen). A common example here can be if it’s a Demat folio (since we do not Demat folio).

If in case some of your goals are not eligible for rebalancing, it may be because of any of the reasons mentioned in this FAQ.

We also have YouTube videos available for all the common FAQs on SIP and Portfolio Rebalancing. This will hopefully make it simple to understand the entire process and help clarify any doubts that you may have.