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mutual fund portfolio review
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.
We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.
When answering the question of ‘How to review your mutual fund portfolio’, some of the frequently asked questions that we receive from you are as follows :
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling a fund – in one shot or in a staggered manner?”
“How long should I hold an underperformer?
In this quarter’s review, we have made some changes to Prime Portfolios to replace underperforming funds with newer ones. We have explained whether you need to exit or hold the funds we have removed.
We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.