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Mutual Funds - What do I do if my fund manager has changed?

03 Jun 2004

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Moving of fund managers are a common occurrence just as it would in any other industry. While it is a fact that the key skills of stock picking are unique and individualistic you need not panic as soon as your fund manager makes an exit.

There are a number of factors that influence the performance of your fund. These include your funds exposure to risk, the sector it is operating in, the political scenario etc. Besides know that just as no amount of research or study can help one accurately predict the market sentiments no individual howsoever well he studies the scrips can be right all times.

There are times when inspite of strong fundamentals a particular scrip takes a beating and vice versa. Funds have risk filters set in order to limit exposure and ensure safety apart from the investment do's and don'ts laid down

Monitor the performance of your fund on a regular basis and compare between funds of the same category. If you fund there is a drastic fall it may be better to ship out.

Source: dwt BACK

To be added soon

Priyanshu B. Tanna

SEBI registered IFA

ARN119467 & EUIN E-183966

To be added soon

Bharat Tanna

SEBI registered IFA

ARN26176 & EUIN E-044509

To be added soon

Kundan B. Tanna

SEBI registered IFA

ARN294073 & EUIN E-553599

Risk factor

Risk Factors – Investments in Mutual Funds are subject to Market Risks. Read all scheme related documents carefully before investing. Mutual Fund Schemes do not assure or guarantee any returns. Past performances of any Mutual Fund Scheme may or may not be sustained in future. There is no guarantee that the investment objective of any suggested scheme shall be achieved. All existing and prospective investors are advised to check and evaluate the Exit loads and other cost structure (TER) applicable at the time of making the investment before finalizing on any investment decision for Mutual Funds schemes. We deal in Regular Plans only for Mutual Fund Schemes and earn a Trailing Commission on client investments. Disclosure For Commission earnings is made to clients at the time of investments. Option of Direct Plan for every Mutual Fund Scheme is available to investors offering advantage of lower expense ratio. We are not entitled to earn any commission on Direct plans. Hence we do not deal in Direct Plans.

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