POSTED BY February 12, 2013 1:55 am COMMENTS (6)ON
Say I’ve a long term portfolio for retirement that consist of regular SIP in Funds A and B which completed 2-3 years.
Fund A is still above average performer but I’m unhappy with service they provide. I have found another fund C which is equally good as fund A of the same Category and wanted to switch to that, what will be the best option?
1. Keep invested in Fund A without redeeming the existing units (remember I dont have any issue with returns they were able to generate but rather unhappy about the service they provide)
2. Redeem Fund A and move those funds to Fund C and also start SIP in Fund C (consider I have no tax issue in redemption)
When you stop SIP and start in other do you usually take existing investments along with you?