EX­PERT VIEW

India Today - - COVER STORY - Kaus­tubh Be­la­purkar Di­rec­tor, Man­ager Re­search, Morn­ingstar Vishal Dhawan Founder, Plan Ahead Ad­vi­sors

“Do not sell if your fund un­der­per­forms in the short term. If the trend con­tin­ues for a longer pe­riod, you can con­sider other op­tions” “Change in fund house own­er­ship, over­val­u­a­tion for a par­tic­u­lar seg­ment of the mar­ket, fun­da­men­tal at­tribute changes in the scheme— th­ese are some rea­sons when we ad­vise in­vestors to exit a fund”

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