Posts Tagged “underperforming”

Why are value mutual funds underperforming?

By |

Why are value mutual funds underperforming?

Value funds have been underperforming for a while now. Many mutual fund investors are asking their advisors, writing on mutual fund forums, and messaging us on our official Facebook page about the reasons for the sustained underperformance of value-oriented schemes. Nilesh Shetty, co-fund manger of the pioneer value fund, Quantum Long Term Equity Value Fund, responded to these…

Read more »

Filters to apply before exiting an underperforming mutual fund

By |

Filters to apply before exiting an underperforming mutual fund

Investments in actively managed mutual funds meant for the long term may sometimes warrant a second look and even a change. So when do you exit a mutual fund scheme and replace it with another? If the suitability of the scheme in terms of risk given the investor’s need for growth, stability and liquidity is not an…

Read more »