Vanguard How to Sell Mutual Funds: A Step-by-Step Guide
Vanguard How to Sell Mutual Funds: A Step-by-Step Guide
Jan 31, 2025
cgaa.org
When to Sell Mutual Funds?💡 Knowing the right time to sell mutual funds is essential! Here's when you should consider it: 1️⃣ Underperformance: If your fund has underperformed against benchmarks for 1-2 years consistently, it might be time to exit. 2️⃣ Goal Achieved: If you've reached your financial target early (e.g., ₹40 lakh), shift to safer debt options to minimize risk. 3️⃣ Portfolio Rebalancing: If your equity-to-debt ratio is off, sell some equity funds to restore balance. 4️⃣ Switch to
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