Eye-Opening Story

Ninad RamdasiCategories: DSIJ_Magazine_Web, DSIJMagazine_App, Letters to Editor, MF - Letter to Editor, Mutual Fundjoin us on whatsappfollow us on googleprefered on google

Eye-Opening Story

The views in the special report on exiting equity MFs in a falling market did make sense but would managing the portfolio tactically be meaningful for me as a retiree?

Your special report on multi-asset funds was indeed an eye-opener as I had been assuming it to be on the similar lines of balanced advantage fund and aggressive Hybrid Funds.However, I wish to understand whether at all it makes sense to invest in them? - Taran Bakshi 

Editor Responds : You can certainly invest in them if you are not in a position to manage your portfolio and are not comfortable in hiring a financial advisor. However, we believe that rather than investing in multi-asset funds, it is better to manage the portfolio of equity, debt and gold funds separately as it gives you the flexibility to tweak the asset allocation depending on your risk profile.