Everything about everything

When you have just started investing in mutual funds for a few years, you probably have a very simple portfolio. I know I did. Two or three funds, one of them the obligatory ELSS tax saver, a couple of SIPs - that is about it for most of us initially. There's no 'analysis' needed for such a portfolio. You can just look at the statements you get occasionally, and all the information is right there. Whatever you need to calculate just takes 30 seconds of simple mental arithmetic.

This article was originally published on February 15, 2024.