Mutual Fund investing is a one stop solution to achieve various short and long term goals. MFs not only help in diversifying your portfolio, but they also help you build wealth for various life goals. However, you need to monitor your portfolio regularly to get the desired results.
Amit Gupta says, “Mutual fund portfolio is a matter of concise arrangement of one’s financial investments and monitoring it will require due diligence on various instruments. We mean their ability to lean on a certain graph by investment duration and market. ” MD, SAG Infotech.
Now the question arises that how many funds should you keep in your portfolio? Depending on their requirement, investors can choose from a range of large-cap, mid-cap, multi-cap and small-cap funds. Like funds, there is a difference in monitoring of small, mid and long term mutual fund schemes.
“However, there is a small but significant difference in monitoring of short, medium and long term mutual fund schemes with the concern of their individual size share in competing funds. There is a huge graphical representation of the risk-reward ratio and it is up to the individual individual to pursue whatever plan he is interested in,” says Gupta.
When it comes to investing in addition to saving, profit booking is also what an individual investor is looking for. According to analysts, profit margins should be taken into account before moving to another fund.
It is a completely different scenario when it comes to booking benefits. Margins need to be checked while switching and profits are still a matter of sell or buy, says Amit Gupta.
Market experts suggest that an investor should keep in mind that the fund chosen by you does not contain the same stock.
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