It is important to review the investment portfolio frequently. Investments that give poor returns will only keep adding to the weight of the portfolio.
At Money9, our endeavour has always been to help you navigate the financial challenges and possibly soften the impact of external events on your wallet.
The helpline hosted Harshvardhan Roongta, founder, Roongta Securities, to address the queries related to portfolio evaluation from our callers all across India.
Roongta: I don’t think the fund is not performing well. It is a good-performing fund and must be beating the benchmark. However, it is quite possible that in the peer category, the performance might not be top-notch. I would suggest that you hold it till the next 3 years and after that, you can consider booking profits from equity to debt.
Roongta: All three schemes are good. The SBI Bluechip is actively managed large-cap, UTI Nifty index fund is a passively managed fund and Axis Focus 25 has a Flexicap approach. You should stay invested in the three.
Roongta: Between these, I would suggest nifty equal weight. The fund will have all 50 companies from nifty only with 2 % allocation.
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