News From Press Review your portfolio when funds change

Review your portfolio when funds change

Source: Business Standard Aug 21, 2017

A change in a mutual fund (MF) scheme can affect your investment portfolio. Sample this: The fund manager of one of the biggest equity funds by assets under management (AUM) decided to focus on select large-cap stocks. Earlier, the majority of the stocks were mid- and small-caps. The number of stocks came down from around 63 to 40. In the past two years, the fund has started underperforming its peers.

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