• Quotes

  • NAVs

  • News

  • Messages

  • Opinions

  • Notices

  • Videos

Feedback
Make this your Home
Investing in Mutual Funds Understanding Mutual Funds Mutual Fund Investing Checklist MF FAQs
  You are here  :   easyMF    Learn    Investing in Mutual Funds
Investing in Mutual Funds
Expert Articles    

Step1

 Step2

 Step3
  
Invest, monitor and review
Having made an investment in a mutual fund, you should monitor it to see whether its management and performance is in line with stated objectives and also whether its performance exceeds or lags your expectations. Unlike individual stocks and bonds, mutual fund reviews are required less frequently, once in a quarter should be sufficient.

A review of the fund’s performance should be carried out with the objective of holding or selling your investment in the mutual fund. You might need to sell your investment in a mutual fund if any of the events below apply –
  You change your investment plan.
For example, as you grow older you might adopt a more conservative investment approach, pruning some of your riskier (equity-oriented) funds.
  A fund changes its strategy.
A fund that alters its investment objective or approach might no longer fit your strategy.
  The fund's poor results persist.
If a fund regularly trails other funds that invest in similar securities, consider replacing it. The poor performance is more often than not a reflection on the relative expertise of the asset management company.

By now you would have realized that investing in mutual funds is not just a decision but is more a process.moneycontrol's Mutual Fund Investing Checklist can help make this process easier and more efficient.

Print
 
Moneycontrol - Planning Desk RHS

Feedback

Chat

Sandeep Shanbhag

Investment Consultant , Wonderland Investments

(27 Aug- 16:00hrs)

Investments & Taxes  

Upcoming Chat Schedule »

Previous Chat Transcripts »

What the stars foretell

Bejan Daruwala

Ganeshaspeaks: Market prediction for Aug 25

View all astrologers

India over 10 years

See what's improved/ worsened

FII Investments »
FDI »
Exports »
Imports »
GNP »
See all »

For hassle free instant
subscription just give your
number and email id and our customer care agent
will get in touch with you.
Mobile:
Email:
OR

Poll

Do you see the Nifty moving up to 4700 by expiry?

Yes No
Can't Say  
 
View Result  View all comments