Deciding to divest: When should you sell your mutual fund?

Watch Dhirendra Kumar guide you through the key indicators and strategic considerations that signal it's time to let go of a fund, helping you make informed decisions to protect and potentially enhance your investment returns.
Chapters:
00:04 Introduction
00:35 What are the reasons that usually prompt investors to sell their funds?
02:54 Do you think these reasons justify selling investments? Or one can be watchful - but not necessarily sell?
04:17 Can you please list some reasons that should trigger a sell decision?
06:54 Is it a good reason to sell an investment if a business is under scrutiny for some reason?
09:13 Viewer's Question: The rates of interest on deposits are not likely to go up any further. Is it a
good idea to shift existing deposits to mutual funds?
Be it queries related to mutual funds, stocks, or tax-saving investments, Value Research www.valueresearchonline.com will answer all of them. Feel free to post your query on vro.in/askvr.
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Here are the key takeaways:
• Various factors, including market fluctuations and boredom, can prompt investors to sell their investments, often leading to hasty decisions.
• Investors may seek hyperactivity in the market, often resulting in unnecessary actions driven by market noise.
• Key reasons to sell investments include achieving your goal ahead of time, changes in your goals, or consistent underperformance.
• Selling investments incurs taxes on gains, which can impact your returns, so consider the tax effects and reinvestment challenges.
• Maintain a well-diversified portfolio and implement safeguards to manage volatility, ensuring that no single investment dominates your portfolio.
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[@balajisrinivasan1603]

Hi Dhiren, every time I listen to you, I am deeply impressed by your pragmatic approach. You are helping so many people with clarity to make the right decision. God bless you with good health and wisdom.

[@kalyanimookherji8834]

Dhirenji is the only expert worth following!👏

[@prakashraghunathan2685]

Thankyou Dhirender sir.

[@rajh7832]

Excellent Insights

[@evm6177]

Professional advice sir and with right objective goal! 😎👌 The part he mentions about planning yet failing to invest the money as planned on time is often super relatable! 🤓👍

[@ragvenprasad]

An eye opener😊

[@harikumarnair8128]

❤❤