Mutual Funds
Portfolio Review
A portfolio review is a periodic check-in on your existing mutual fund investments — checking whether your fund choices, asset allocation, and risk level still match your goals and time horizon as circumstances change, rather than something you set once and never revisit.
Life changes — a new goal, a shift in income, getting closer to a target date — are all good reasons to review, even if nothing about the funds themselves has changed.
Who this is typically for
→Existing investors who haven't reviewed their holdings recently
→Anyone whose goals, income, or time horizon have changed since investing
Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.