Equity mutual fund investors face a market downturn. Wealth managers suggest lumpsum investments for those with long horizons and risk appetite. Reviewing portfolios for diversification is advised. Investors with loss-making thematic funds may consider trimming and reallocating to diversified options. This period offers opportunities for strategic financial decisions.
Holding mutual funds in SoA or demat: Which is better?
Mutual fund units can be held in Statement of Account or demat form. SoA mode offers simplicity for mutual fund-only investors avoiding extra charges. Demat