Home / Finance / Personal Finance / Reassess your investment portfolio and your insurance needs

Reassess your investment portfolio and your insurance needs

Those investors who had not rebalanced their protfolio at the end of the previous year, because mid- and small-cap funds were still rallying, should surely do so now

Premium

6 min read Last Updated : Mar 31 2019 | 10:52 PM IST

The end of one financial year and the start of another is a good time to assess your investment portfolio and make it ship-shape for the coming year. Your insurance portfolio, too, may require changes due to altered circumstances. It is also a good idea to get started on your tax-saving investments right from the beginning of the year.

Tepid returns from mutual funds: Average returns from all categories of diversified equity funds were in the single-digit during 2018-19. Large-cap funds performed better than mid- and small-cap funds (see table). “Large-caps were more rationally priced at the start of the

What you get on BS Premium?

Unlock 30+ premium stories daily hand-picked by our editors, across devices on browser and app.
Pick your 5 favourite companies, get a daily email with all news updates on them.
Full access to our intuitive epaper - clip, save, share articles from any device; newspaper archives from 2006.
Preferential invites to Business Standard events.
Curated newsletters on markets, personal finance, policy & politics, start-ups, technology, and more.

VIEW ALL FAQs

Need More Information - write to us at assist@bsmail.in