How To Guide

How to Assess Your Mutual Fund Portfolio

Everyone wants to invest in quality assets but not everyone knows how to pick them. time. Simply investing in a set of mutual funds consistently doesn’t guarantee results in the long term. This blog will tell you why and how to get a Mutual Fund Portfolio Analysis.
November 7, 2024
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Any seasoned investor knows the importance of portfolio management. Getting a portfolio analysis done from time to time is basic financial hygiene. Everyone wants to invest in quality assets but not everyone knows how to pick them.  This is why it is important to get expert help in analysing your mutual fund portfolio from time to time.

A lot of people have the misconception that once you invest in mutual funds your job is done. Simply investing in a set of mutual funds consistently doesn’t guarantee results in the long term. You have to pick the right funds and a fund that is right today may not be right for you next year. A fund can change its objective, the fund manager may leave or maybe the market itself is facing volatility. At such times, you need to get a Mutual Fund Portfolio Analysis.

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What Is A Mutual Fund Portfolio Analysis?

What we call Mutual Fund Portfolio Analysis is the process of assessing all your mutual fund investments. This helps ascertain if the mutual funds you have in your portfolio are good, bad, or terrible. This is done by looking at all the mutual funds you’ve invested in, comparing mutual funds within your portfolio with each other and with others in the category.

This way if your fund is not performing as well as other mutual funds in the category you can

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