How to review your mutual fund investment portfolio in 2025
investment portfolio. If you are thinking of taking a close look at your mutual fund portfolio, we can help you.
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Investors often check the net asset value of their investments. One should forget to constantly check a fund's Net Asset Value (NAV) or its past returns. These numbers alone don't indicate performance. Instead, compare the scheme's performance to its benchmark. Benchmarks provide a standard for comparison. If a scheme fails to beat its benchmark, one should identify this as short-term or long-term underperformance.
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View Details» <div data-placement=«Mid Article Thumbnails» data-target_type=«mix» data-mode=«thumbnails-mid» style=«min-height:400px; margin-bottom:12px;» class=«wdt-taboola» id=«taboola-mid-article-thumbnails-116872299»>For equity mutual funds, experts suggest that investors should evaluate how the fund has performed against its benchmark and peers over a medium to long term horizon. In case of debt mutual funds, high returns should not blind to the bigger picture. Instead one should check credit quality, duration, and how well the fund manager has managed the interest rate risks.
“Investing is like tending a garden—it requires patience and periodic care. For equity-oriented funds, the review should always align with your investment objectives rather than just the numbers flashing on your app. Don’t let a
