How to review your mutual fund portfolio annually

Tue, 19 May 2026 00:00:00 +0000

An annual mutual fund portfolio review keeps your investments aligned with goals and corrects underperformance / drift. The right time is pre-FY-end (Feb-March), allowing tax-loss harvesting and 80C planning to be acted on before 31 March.

Conflict-of-interest disclosure. This guide is published by WebNotes Editorial Team for informational purposes. WebNotes has no commercial relationship with any AMC. No affiliate commission is earned. For substantial portfolios, consult a SEBI RIA or CA.

Portfolio Review on WebNotes

How to review your mutual fund portfolio annually