Widely read:
Vinayak Pathak/AI-Generated Image
Summary: The new fund opinions launched last week, and the questions poured in. Most of them share a single root cause. Understanding it is key to using the opinions, the Portfolio Analysis and the Planner as they're meant to be used.
Summary: The new fund opinions launched last week, and the questions poured in. Most of them share a single root cause. Understanding it is key to using the opinions, the Portfolio Analysis and the Planner as they're meant to be used. The opinions went live the previous week. Within hours, a subscriber wrote in with 10 numbered questions. Every question was fair and traced back to the same source of confusion. Here’s the answer to all 10 in one sentence. A fund opinion tells you whether the fund is doing its job. It does not tell you whether you should own it. Everything else follows from there. A fund opinion answers one narrow question: Is this fund running its mandate well, after costs, against its own benchmark? Nothing more. Whether your portfolio should have a tech fund, a value fund, a small-cap fund or a thematic fund at all is a separate question entirely. That is a portfolio question, not a fund question. Fund Advisor answers it through the Portfolio Analysis fo
This article was originally published on June 29, 2026.
Buy, hold, or switch. Get the call.
How's my portfolio doing? What do I need to fix? Where should I invest next? Fund Advisor answers each one. The Advisor Note every Saturday. A live session with Dhirendra Kumar every second Saturday.
No commissions. No conflicts. Since 1991.
See Plans
Already a subscriber ?Log In
New episodes every Friday 
New Process Alert 
Seems like you've uploaded a wrong QR code. Please upload the QR code downloaded from MF Central platform.
