The Importance of Reviewing Your Mutual Fund Portfolio in 2025 For Indian mutual fund investors, building wealth through diversified funds is a popular strategy, but it requires more than just selecting the right schemes and letting them grow. The Indian financial landscape is influenced by unique economic, regulatory, and global factors that can impact your investments. Regularly reviewing your mutual fund portfolio is essential to ensure it aligns with your financial goals, risk appetite, and the evolving market environment. While routine evaluations are beneficial, certain special scenarios demand immediate attention to protect and enhance your returns. This article explores why these reviews are critical for Indian investors, supported by relevant historical examples, and offers practical guidance. Visualizing Market Volatility During Crises The COVID-19 pandemic serves as a stark reminder of how quickly markets can shift. A graph of the Sensex during this period illustrates th...
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