Pick a winning Mutual Fund in 2022!

To a large extent we have learnt to live with pandemic, while 2022 continues with the inflow of COVID with its other variant  i.e Omicron with rising cases around the world. This requires us to be cautious and brave, and secure our health & wealth. We must stick to proper health measures to be safeguarded from this rising omicron, and also stick to fundamentals of savings and investment to reset and rebalance our portfolio for a prosperous tomorrow.

Portfolio rebalancing should be an annual ritual for every investor. You must rebalance and restore your investment mix after each market correction and also on a periodic occasion to the original allocation.This will ensure that your portfolio remains relevant and does not fall too behind the changes in the broader market. 

It is the perfect time to reassess your portfolio and make it ready for the money-making opportunities that will be in the year ahead as 2022 pledges to be a time of fortitude and adaptability.

We have some top diversified mutual funds that have the potential to shine in this year. These mutual funds have been shortlisted based on different parameters such as long-term & short-term performance, volatility of returns, the portfolio overall valuation, portfolio concentration,fund’s expense ratio etc.

These funds that topped our chart have not only been the consistent performers in the past few years but have also delivered with the least amount of volatility and a high degree of portfolio diversification throughout even in the pandemic situation.

Planning your investment is not a one off activity. It is a continuous journey which requires constant nurturing despite yesterday's blips. It's time to look ahead and plan for a flourishing future.

Start your financial Planning with us today! 

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