Invest, Monitor and Review


Having made an investment in a mutual fund, your financial planner will help u monitor it to see whether its management and performance is in line with stated objectives and also whether its performance exceeds or lags your expectations.

Unlike individual stocks and bonds, mutual fund reviews are required less frequently, once in a quarter should be sufficient.

A review of the fund's performance should be carried out with the objective of holding or switching and in extreme cases selling from the fund house of your investment in the mutual fund. You might need to move out of your investment in a mutual fund.

The AMC hires a professional money manager, who buys and sells securities in line with the fund's stated objective.

Managed by an Asset Management Company (AMC)

The company that puts together a mutual fund is called an AMC. An AMC may have several mutual fund schemes with similar or varied investment objectives.

The AMC hires a professional money manager, who buys and sells securities in line with the fund's stated objective.

All AMCs Regulated by SEBI, Funds governed by Board of Directors

The Securities and Exchange Board of India (SEBI) mutual fund regulations require that the fund's objectives are clearly spelt out in the prospectus. In addition, every mutual fund has a board of directors that is supposed to represent the shareholders' interests, rather than the AMC's.

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