Hello Sir, we have following mutual fund , kindly suggest which ones to exit, continue or hold from the following : (1)KOTAK EQUITY HYBRID FUND - REGULAR PLAN - IDCW Rs 30845.13
(2) NIPPON INDIA TAX SAVER ELSS FUND - IDCW PLAN Rs 50000
(3) IDFC Banking and PSU Debt Fund Regular Plan Growth Rs 49997.5
(4) SBI SMALL CAP FUND REGULAR GROWTH Rs 289985.58
(5) ICICI PRUDENTIAL VALUE DISCOVERY FUND - IDCW Rs 65000
Thank You !!
Ans: Evaluate each mutual fund based on its performance, expense ratios, fund manager's track record, and alignment with your investment goals and risk tolerance. Consider exiting funds with consistently poor performance or high expenses. Continue holding funds that have shown consistent returns and align with your investment strategy. Review the portfolio regularly to ensure it remains diversified and in line with your financial objectives. Consult with a financial advisor for personalized guidance tailored to your specific needs and goals. Regularly monitor market conditions and fund performance to make informed decisions regarding your investments.
