3 indicators for when you should exit mutual funds

Mutual fund investments generally tend to be goal-based – be it for buying a car or home, education, retirement, etc. So, once you reach the goal you’ve set, liquidate the holding in earmarked funds for that specific goal.

The expertise, knowledge, experience and past performance of the fund manager, research team or investment committee are important factors to consider while selecting an Asset Management Company (AMC). “When there is a fundamental shift in an AMC’s focus – for example, frequent churn in key personnel of an AMC – it is bound to impact MF investors. So, any such changes may warrant a relook at the investment,” he said