Should I sell my mid cap funds?

Jul 22, 2019

Me and my family members invested our savings in MF, of which most was invested in Midcap funds mainly SBI Magnum MidCap fund and SBI Global Fund, and all out portfolio are suffering huge losses I would like to know if you could help us with your advice if we need to shuffle our MF investments or we can outsource management of our funds in equity. Please guide

1 Answer
Jul 24, 2019

Hi Mukund,

The stock markets have not being doing too well over the past 18 months and it is no surprise that your funds are not doing too well.

First of all you should have a risk profile that we know about your goals,risk taking ability and risk tolerance.

Once you have a risk profile and an asset allocation you can then systematically invest in a few funds.

When you invest in MFs you have to stay invested at least 7-10 years before you see sufficient amount wealth being generated.

So i suggest u connect with a good advisor before u take any action on selling any funds.

Best Regards

Aditya Shah

Founder and Chief Investment Officer(CIO) at Hercules Advisors.

A CFA(Chartered Financial Analyst) and a SEBI Registered Investment Advisor!

Stock Market specialist and a financial doctor!

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Aditya Shah,CFA (@AdityaD_Shah) | Twitter

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