Here’s How To Review Your Portfolio

Arvind DSIJCategories: DSIJ_Magazine_Web, DSIJMagazine_App, MF - Expert Guest Column, MF - Expert Guest Column, Mutual Fund
Here’s How To Review Your Portfolio

Considering that reviewing the performance is an on-going exercise, you need to put performance in perspective and understand the reasons for non-performance. As an investor, you must know how to differentiate a fund manager’s poor performance from the stock market’s poor performance. Remember, in a falling market, a fund manager can’t be expected to give positive short-term returns. In fact, if the fall in NAV of the fund is lesser than the peer group, it demonstrates the fund manager’s ability to protect your investments during turbulent markets.

Considering that reviewing the performance is an on-going exercise, you need to put performance in perspective and understand the reasons for non-performance. As an investor, you must know how to differentiate a fund manager’s poor performance from the stock market’s poor performance. Remember, in a falling market, a fund manager can’t be expected to give positive short-term returns. In fact, if the fall in NAV of the fund is lesser than the peer group, it demonstrates the fund manager’s ability to protect your investments during turbulent markets. 

To read this magazine article, you must be a subscriber.

Already a subscriber? Sign in

You're just one step away from accessing this premium story.

Subscribe to DSIJ Magazine