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MF portfolio doctor: How to reduce risk when money goal is near

MF portfolio doctor: How to reduce risk when money goal is near
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Synopsis

Given high equity exposure in portfolio Kapoor should opt for debt fund in NPS. He should buy term insurance cover of Rs 2 crore as guard against unforeseen events.

By ET CONTRIBUTORS
3 mins read,
Not many investors know whether they have invested in the right funds and if their fund portfolio is on track. The Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals and, if required, recommends corrective measures. The advice given is based on the performance of the funds, the risk profile of the investor as well as his financial goals. I. Sanjay Kapoor is investing

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