Investing in any savings scheme or equity linked Mutual Fund (invest in Stocks) means good returns.
Investing in any saving scheme or equity linked Mutual Fund (invest in Stocks) means good returns. Every investor invests, focusing on the same thing. But there are many more important things about which few people know. It is better to seek expert help. According to Expert Kalpesh Asher in Zee Business’s special program Money Guru, portfolio should come with investment. Also, one has to decide how many funds to keep in the portfolio. The debt and equity ratio should be fixed in this. Only then it is expected to get good returns.
Portfolio cleanup
Do not invest in multiple schemes of the same category
Do not choose multiple schemes in the name of diversification
Do not choose funds only on the advice of the adviser
Don’t get caught in the ‘Flavor of the Season’ fund
Do not increase the rush of funds due to greed for higher returns
How to become a clean portfolio?
Divide investment into goals
Make short and long term goals
Select Funds Target
Perfect up to 6 schemes in the portfolio
Choose 2-2 funds from Largecap, Midcap, Smallcap
Correct way of diversification
Invest in different categories / fund houses
Split investment into different asset classes
Ease of diversifying investments with the right asset allocation
Choose asset class according to risk profile
Avoid over-diversification
It is necessary to keep good and good fund in the portfolio
Avoid over-diversifying the portfolio
The effect of over-diversification on your returns
Difficult to manage an over-diversified portfolio
Avoid over-diversification in portfolio
When to withdraw from the fund?
On completion of goal
The risk / return profile of the fund does not match
Funds may not perform well
Change fund manager
On changing investment strategy
Having multiple funds of the same type
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