Disclaimer: This Article is for information purpose only. The views expressed in this Article do not necessarily constitute the views of Kotak Mahindra Bank Ltd. (“Bank”) or its employees. Bank make no warranty of any kind with respect to the completeness or accuracy of the material and articles contained in this Newsletter. The information contained in this Article is sourced from empaneled external experts for the benefit of the customers and it does not constitute legal advice from Kotak. Kotak, its directors, employees and the contributors shall not be responsible or liable for any damage or loss resulting from or arising due to reliance on or use of any information contained herein.
01 FEBRUARY, 2021
While investing in Mutual Funds may be relatively passive as compared to investing in equities, the "invest and forget" strategy does not truly work either. Investors should regularly review their portfolio and re-balance their portfolio based on the factors like market conditions and investment goals, which may change with time.
Why should an investor review his/her portfolio?
Several reasons make regular reviewing a must for every successful Mutual Fund investor. Some of the most important ones are-
Portfolio Diagnostic Tool from Kotak Mahindra Bank
For an investor new to Mutual Fund investments, a lot of what is mentioned above might not make a lot of sense. But no matter if the investor is new or a professional with years of experience, a regular portfolio review is a must for everyone.
To make things easier for the investors, Kotak Mahindra Bank has launched an innovative Portfolio Diagnostic Tool (PDT). The one-stop Mutual Fund Portfolio Reviewing Tool allows investors Relationship Manager to enter the name of every Mutual Fund that he/she holds (including the ones that were not distributed by Kotak), along with the total allocation/market value.
Based on these details, the tool can generate a detailed analysis of all the different holdings of investors overall portfolio. The generated report can then be used by the investors to analyse their Mutual Fund investments thoroughly, track performance, and even make changes if required.
Different ways in which the PDT from Kotak Mahindra Bank can help
The Portfolio Diagnostic Tool can be used in many ways. Some of the most important ones are;
While these are some of the important uses of the tool, the tool can help an investor in many other ways as well such as:
From optimising returns from your Mutual Fund investments to ensuring that your portfolio is always in line with your risk appetite and investment objectives, the PDT from Kotak Mahindra Bank is one simple solution to become a smarter investor.
Investor can get in touch with their Relationship Manager to know more about using this diagnostic tool and how to use the generated report for rebalancing the portfolio if required.
*Sectoral exposure of Nifty 50 index is represented from the portfolio of Kotak Nifty ETF.
Mutual funds are subject to market risks, read all scheme related documents carefully.
Kotak Mahindra Bank Ltd., AMFI registered Mutual Fund distributor. AMFI Registration Number (ARN) 1390.
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