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News From Press Portfolio Doctor: Find out why Gowda should get out of sector funds, small cap schemes

Portfolio Doctor: Find out why Gowda should get out of sector funds, small cap schemes

Source: Economic Times Mar 21, 2017

How is your mutual fund portfolio doing? Not many investors are able to answer this. This section will provide the answer. The portfolio doctors on our panel will assess the health of the mutual funds held by individuals, examine their suitability and, if required, recommend corrective measures. 

While doing so, they will consider the performance of the schemes, the risk profile of the investor as well as the financial goals of the individual. The investor will be given a detailed diagnosis of how his mutual fund portfolio is doing and whether he needs to make changes. 

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