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🚪 EXIT PROTOCOL • September 2026

When Should You Sell a Mutual Fund? 5 Exit Rules Smart Investors Follow

By SIPPlanCalculator.in Editorial Desk • 11 Min Read
🚪 DISCIPLINED EXIT PROTOCOL When Should You Sell a Fund? 5 VALID REASONS TO EXIT A MUTUAL FUND: 1. 3-Year Consistent Underperformance vs Benchmark & Peers 2. Fundamental Change in Strategy / Star Manager Exit 3. Financial Goal Target Achieved (Time to shift to Debt) 4. Asset Rebalancing | ❌ NEVER Exit because of Market Panic! SIPPlanCalculator.in Editorial Desk • September 2026 sipplancalculator.in

🚪 The 5 Golden Rules of Exiting Mutual Funds

Selling a mutual fund during a market drawdown is emotional suicide. The only time you should exit a mutual fund is when its fundamental investment thesis breaks down or when your financial goals require asset rebalancing.

Stress Test Before You Sell

Launch Crisis Stress-Test 🛡️
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SIPPlanCalculator.in Editorial & Research Desk