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An Strategy for Mutual Fund Investors Right Now

1.⁠ ⁠Maintain a disciplined approach by continuing monthly investments.
2.⁠ ⁠Keep an investment reserve equivalent to 3 months of your monthly investment budget in cash. Use this reserve strategically during market dips: invest one month’s budget if the market declines by 5%, repeat for each subsequent 5% drop.
3.⁠ ⁠Avoid investing any funds in the stock market that you’ll need within the next 3 years.
4.⁠ ⁠Build a strong, diversified mutual fund portfolio before taking significant positions in sectoral funds.
5.⁠ ⁠Refrain from directly investing in individual stocks even if you see drops of 20-30% in good companies. First, aim to build a mutual fund portfolio worth ₹10-20 lakh, then consider moving ₹3-6 lakh from it into a diversified stock portfolio.

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