{"id":990,"date":"2024-04-22T05:58:19","date_gmt":"2024-04-22T05:58:19","guid":{"rendered":"https:\/\/jamawealth.com\/askguru\/?p=990"},"modified":"2026-03-02T19:29:14","modified_gmt":"2026-03-02T19:29:14","slug":"how-does-the-given-portfolio-in-a-mutual-fund-look","status":"publish","type":"post","link":"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/how-does-the-given-portfolio-in-a-mutual-fund-look\/","title":{"rendered":"How does the given portfolio in a mutual fund look?"},"content":{"rendered":"\n<p>Your portfolio will be a collection of the mutual fund investments that you have made. Look for net returns, XIRR (or annualised gain). Here is a sample portfolio on\u00a0Maxiomwealth<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/qph.cf2.quoracdn.net\/main-qimg-a57e15e8e170f0c41ba78ee2b05ebc84\" alt=\"\"\/><\/figure>\n\n\n\n<p>If you are referring to the contents of a mutual fund holdings in stocks and bonds, you can check out the AMCs website. A sample:<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/qph.cf2.quoracdn.net\/main-qimg-32ed6186d12db2cf927124498cb79563\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\"><li>Performance: Look for net returns, XIRR (or annualised gain).<\/li><li>Taxes: Avoid dividend schemes and exiting before 1 year in equity funds to avoid short term capital gains<\/li><li>Exit loads: Try to avoid exiting before the load period; however if the fund is not doing well then you may exit earlier<\/li><li>Risk: Check for volatility, concentration in an AMC and high exposure to under performing stocks.<\/li><\/ul>\n\n\n\n<p>Use a good portfolio tracking app to be on top of these numbers.<\/p>\n\n\n<!-- mw-cta-block -->\n\n<div class=\"mw-cta-block\" style=\"background:#EEF3FC;border-left:5px solid #1C52A0;padding:22px 26px 20px;margin:36px 0 24px;border-radius:0 10px 10px 0;\">\n  <p style=\"margin:0 0 4px;font-size:11px;font-weight:700;color:#276FC4;letter-spacing:1px;text-transform:uppercase;\">Maxiom Wealth \u2014 Free Tool<\/p>\n  <h3 style=\"margin:0 0 10px;font-size:19px;font-weight:700;color:#113E81;line-height:1.3;\">Is Your Mutual Fund Working Hard Enough?<\/h3>\n  <p style=\"margin:0 0 18px;color:#444;font-size:15px;line-height:1.65;\">Two funds with similar star ratings can deliver very different outcomes. Use our fund comparison tool to check if you&#8217;re in the right scheme for your risk profile and investment horizon.<\/p>\n  <a href=\"https:\/\/maxiomwealth.com\/resources\/calculators\/better-funds-checker\" style=\"display:inline-block;background:#1C52A0;color:#fff!important;padding:11px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin:0 10px 8px 0;\">Compare Funds \u2192<\/a>\n  <a href=\"https:\/\/maxiomwealth.com\/meeting\" style=\"display:inline-block;border:2px solid #1C52A0;color:#1C52A0!important;padding:9px 22px;border-radius:6px;text-decoration:none;font-weight:600;font-size:14px;margin-bottom:8px;\">Talk to a Financial Advisor<\/a>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Your portfolio will be a collection of the mutual fund investments that you have made. Look for net returns, XIRR (or annualised gain). Here is a sample portfolio on\u00a0Maxiomwealth If you are referring to the contents of a mutual fund holdings in stocks and bonds, you can check out the AMCs website. A sample: Performance:&hellip;&nbsp;<a href=\"https:\/\/maxiomwealth.com\/askguru\/2024\/04\/22\/how-does-the-given-portfolio-in-a-mutual-fund-look\/\" class=\"\" rel=\"bookmark\">Read More &raquo;<span class=\"screen-reader-text\">How does the given portfolio in a mutual fund look?<\/span><\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[179,38],"tags":[],"class_list":["post-990","post","type-post","status-publish","format-standard","hentry","category-fund-selection","category-mutual-funds"],"_links":{"self":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/990","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/comments?post=990"}],"version-history":[{"count":2,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/990\/revisions"}],"predecessor-version":[{"id":3725,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/posts\/990\/revisions\/3725"}],"wp:attachment":[{"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/media?parent=990"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/categories?post=990"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maxiomwealth.com\/askguru\/wp-json\/wp\/v2\/tags?post=990"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}