When should you switch your mutual funds?

When should you switch your mutual funds?

In this video you will learn about switching of mutual funds and when you could switch mutual funds. You will also understand some important implications of switching mutual funds like taxation and also when you must not switch mutual funds.

00:00 - Introduction: Comparing mutual funds to jeans
00:38 - What does switching mutual funds mean?
01:14 - Example: Switching from small-cap to flexi-cap
02:17 - Reasons for switching: Underperformance in funds
02:50 - How to assess if your fund is underperforming
03:23 - Long-term impact of switching on returns
03:58 - Changing investment goals and fund switching
04:29 - Example: Changing goals prompts fund switch
05:01 - Change in fund manager: Time to switch
05:33 - New regulations: Switch due to better products
06:03 - High expense ratios affect fund performance
06:35 - Switching due to changes in fund attributes
07:03 - Style drift: When to switch funds
08:03 - Impact of frequent switching on retirement
08:36 - Tax implications when switching mutual funds
09:06 - Switching between different AMC funds
09:37 - Exit load implications when switching funds
10:39 - Capital gains tax and lock-in periods
11:42 - Reasons not to switch: Market volatility


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