Fund Advisor's Note

When a switch isn't a strategy

Your funds may wobble, but that doesn't mean your plan should

Your funds may wobble, but that doesn't mean your plan shouldAI-generated image

हिंदी में भी पढ़ें read-in-hindi

Last week opened with a sharp jolt—the kind that investors don't like waking up to. A fresh wave of US tariffs sent markets sliding, and just like that, portfolios that looked fine the previous Friday suddenly seemed like candidates for repair. We've seen this before. Market falls don't just pull down indices — they shake investor confidence and trigger the most common question: Should I switch my funds? Over the past year, that question has become more frequent, especially from investors following our Portfolio Planner or reading Analyst's Choice. It's a good question, but it needs a calm answer. In most cases, a knee-jerk switch is more harmful than helpful. Let's take a step back. Look at

This article was originally published on April 14, 2025.

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