Mutual funds & ETFs
Bhavana Acharya

Using MF returns data: the right ways

Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.

Read More
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
Login to your account
OR