How to review your mutual fund portfolio
Mutual funds & ETFs
Vidya Bala

How to review your mutual fund portfolio

Every time you need to review your portfolio, no doubt your mind is flooded with questions.
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling it – in one shot or in a staggered manner?”
“How long should I hold an underperformer?
“If I hold a mediocre fund but start SIPs in a fresh one, over time, the number of funds in my portfolio goes up. What to do?”
Before we move on to discussing these questions, to the extent we can, let’s first talk about the review process per se.

Read More
Right time 
Investment basics
PrimeInvestor Desk

When is it a good time to invest?

It’s always a good time to invest! So ask not the question. Instead, here’s what you should ask – “Where should I invest?” This will answer your timing question, indirectly. But here’s why we say it’s always the right time to invest.

Read More
Are debt funds confusing?
Investment basics
PrimeInvestor Desk

What you should know about debt funds

Debt mutual funds are claiming the headlines with alarming regularity ever since IL&FS defaulted on its debt payments in September 2018. All this has brought to light certain truths about debt funds, which you should know before investing.

Read More
Scroll to Top
Login to your account