When Should You Exit a Mutual Fund?

Blindly holding a Mutual Fund forever isn’t a strategy. In this video, I’m breaking down the practical situations where exiting makes sense and where it doesn’t.

What to do if your financial goals are already achieved, when markets look overheated and valuations don’t justify staying invested, when a fund has grown too big and its bloated AUM starts hurting returns, or when the fund has simply lost its edge and no longer aligns with your original plan?

The idea isn’t to panic-sell or time the market. It’s about being intentional, treating your money like capital, and knowing when it can work harder somewhere else. If you are wondering whether you should sell your mutual fund or keep holding, this video will give you a clear framework to make that decision with confidence.
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This content is not investment advice or a recommendation. Past performance does not guarantee future results. Data, expense ratios, portfolio holdings, and riskometer classification can change. Viewers should conduct their own research and consult a registered investment adviser before making any investment decisions.

Disclosure: Mr Pranjal Kamra, the Director of Finology Ventures Private Limited, is a SEBI-registered investment Adviser with registration No: INA000012218. He further confirms that he does not hold any beneficial ownership or interest in the securities discussed, nor has he received any compensation related to the views expressed.

Видео When Should You Exit a Mutual Fund? канала Pranjal Kamra