Short-term losses in mutual fund investments can make investors anxious, especially during volatile market phases. However, judging equity investments over a brief period may lead to misleading conclusions. A better understanding of market cycles and selecting appropriate fund categories are essential for long-term wealth creation.
A similar query came from Bhavana Chaudhary who has been investing through SIPs in funds of only one AMC - SBI Mutual Fund. She invests in SBI Contra Fund (Rs 2,000) and SBI Small Cap Index 250 Fund (Rs 4,000). After 20 months of investing, her portfolio is currently showing a loss of around Rs 10,000, prompting her to seek guidance on what to do next.
