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Invest For Objectives

Keep investing in your chosen funds if they are performing well & your objective is being achieved…

I have investments in TATA Equity PE and Reliance Equity Opportunities Fund. I want to know the performance of these two funds and if I should hold, sell or continue investing in them?- Kavindra Shah

Fund Scheme  Category  Rating  3-yrs ret (%)  5- yrs ret (%)
Reliance Equity Opportunities Multi Cap **** 23.78 18.12
Tata Equity PE Multi Cap *** 15.79 19.27
Return as on June 6, 2011, Rating as on June, 2011

Both the multi cap funds are highly rated and have a proven track record and performance history. You should continue investing in them as long as it achieves the investment objective for which you first invested in these funds. Remember, being multi cap funds, these are risky and need regular monitoring to assess its performance and growth.

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