INCOME TAX8 Sept 2026
Fund delivering as promised, but investor still unhappy? Edelweiss MF's Radhika Gupta explains the return-chasing trap | Mint
Many investors worry about poor returns, but the bigger risk is how we react when another fund performs better. Radhika Gupta of Edelweiss Mutual Fund warns that once a hotter fund appears, "good enough" no longer feels good enough. Investors abandon funds that are meeting their goals, chase recent winners, and can stretch their risk or portfolio.
Key Statutory Highlights
- Investors often start with absolute goals, like needing a certain return or retiring comfortably.
- When another fund makes more, a previously good enough investment can feel inadequate, prompting money to move.
- As money flows toward recent winners, fund managers may feel pressure to keep up, leading to stretched risks and aggressive portfolios.
Actionable Advice for Taxpayers / Founders:Before switching funds, check whether your current investment is still on track to meet your original goal and compare the new fund's risk strategy, not just recent returns.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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