Ask Value Research

Ignore Brief Underperformance

Don’t lose patience with your holdings. Build a diverse portfolio & continue investing in it…

I’ve been investing in the following funds over the last 2 years: ICICI Prudential Focused Bluechip, HDFC Top 200, Birla Sun Life Dividend Yield Plus, IDFC Premier Equity Plan A and UTI MNC. The performance of HDFC Top 200 and Birla Sun Life Dividend Yield Plus has been disappointing. Will it be prudent for me to replace these two funds with better ones?
-Pratik Haldipur

we wouldn’t recommend replacing these two funds. Both of these funds will do very well when the market’s complexion changes. You’ve built a diverse portfolio by choosing excellent funds from various categories. Holistically, your portfolio looks great, which is why you shouldn’t lose patience. Ignore brief periods of underperformances.

This article was originally published on June 14, 2012.

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