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Exiting Speciality Funds

Once you've achieved your goals from speciality funds, you can consider exiting them…

I have units in the dividend option of Reliance Diversified Power Sector Fund and Reliance Pharma Fund which I purchased in the NFO. Both these funds have paid out dividends that have recovered my investments in them; what should I do with these funds now?
- Amit Kumar Jain

Both the funds that you mention have narrow investment mandates. If the investments have paid out well and achieved the goal for which you had invested in these funds, you can consider exiting them. While the pharma fund is still faring well, you cam may want to retain investments in it; Reliance Diversified Power Sector fund has been going down in performance and should be exited.

This article was originally published on May 06, 2011.

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