Ask Value Research

Tracking Performance

Regularly review your funds' performances to take necessary actions at the right time…

I have SIP investment in Magnum Contra and HDFC Top 200 fund. Are these funds good to stay invested?
- Vikash

You have selected two funds with different investment objectives and character. While HDFC Top 200 is one of the best performing large- and mid-cap funds, with an impeccable track record; the same cannot be said of Magnum Contra, a multi cap fund. This fund’s performance has been in the decline in recent years. There are better performing multi cap funds such as HDFC Equity or Quantum Long Term Equity that you can switch to.

There is a lesson for you from this investment; review and track the performance of your fund holdings at least once a year and take necessary action if there is a need.

This article was originally published on April 15, 2011.

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