Powered by
Investors' Hangout | 12-Dec-2025 | Value Research
Your Fund Isn't Performing. Should You Switch?
The smart investor's test for when a fund deserves patience--and when it doesn't.
In this episode of Investors' Hangout, we explore one of the most important questions for mutual fund investors: when should you switch a fund, and how can you do it without disrupting compounding? Many investors panic when their mutual fund underperforms, but understanding the difference between temporary volatility and genuine underperformance is crucial. This discussion covers how to evaluate a fund against its benchmark, how to identify red flags, whether switching affects long-term compounding, and the correct process of switching mutual funds. If you're wondering whether to hold or exit an underperforming fund, this episode offers the clarity you need to make a thoughtful, data-driven decision.
Other Videos
The Diwali cleaning your portfolio never gets
06-Nov-2026 · 35,246 Views
Ten Years, and the Answers That Held
30-Oct-2026 · 26,130 Views
Zero tax. Not zero cost.
23-Oct-2026 · 22,293 Views
You chose 60:40. The market made it 75:25
16-Oct-2026 · 40,672 Views
The next scam will not look like a scam
09-Oct-2026 · 20,904 Views
Multi-asset funds share a name, not a portfolio
02-Oct-2026 · 32,802 Views
What Small Caps Actually Pay You For
25-Sep-2026 · 1.5 Lakh Views
The first SIP at 40: what 20 years can still build
18-Sep-2026 · 2.8 Lakh Views
Aggressive Hybrid VS Balanced Advantage Funds
11-Sep-2026 · 68,003 Views
How Much Is Too Much in One Fund?
04-Sep-2026 · 29,821 Views
Thirty Funds to Six. A Two-Year Exit Plan.
28-Aug-2026 · 43,718 Views
Your SGB Is Maturing. The Money Needs a Plan.
21-Aug-2026 · 44,477 Views
Building Financial Freedom, Decade by Decade
14-Aug-2026 · 17,183 Views
Why Your Best Fund Suddenly Looks Average
07-Aug-2026 · 24,978 Views
REITs Pay Regularly. Is It All Income?
31-Jul-2026 · 44,567 Views
What 20 years of investor trust looks like
· 72,062 Views
