When you invest in Mutual Funds, you should be prepared to handle and mitigate 3 these important Risks
- Risk of Capital Loss
- Risk of Inflation
- Risk of Volatility
Everyone wants High returns & Less Volatility. lets understand the basic principles of Wealth creation through Mutual Funds. Every investor investment philosophy & objective are different – It is extremely crucial to understand these 3 critical factors,
- Return Expectation
- Risk Appetite
Whenever you design your Financial Portfolio of before selecting any schemes – Analyse and understand these 3 factors before you design your asset allocation & choosing the best performing Schemes. Remember 60% probability to get high return is from Asset Allocation, 20% of probability to get high returns is from the scheme and remaining 20% from the entry level.
Remember Asset Allocation retains the major 60% of returns on your financial portfolio. Why people fail to make money in mutual funds because, they never analyse these 3 Critical Factors and start their investments with non compatible funds, High Risk funds with lower duration.
This is the best time to sit with your Wealth Advisor and to check your financial portfolio is aligned with Model Portfolio of your Risk Appetite, Return Expectation and Duration of investment.
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Equity Fund Manager | Wealth Consultant | Author
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