I have about 1.3L invested in this fund.
Invested this amount in April 2024.
When I check today it shows me 40/- in gains ! 😅
1) I wait it out for a whilleee !!
2) Buy more at low price
3) or - I have the Quant ELSS fund in my portfolio, what if I move the money from small cap to the ELSS which is giving me decent returns ?
Noted that I am basically getting no returns on the already invested money in this fund. A “switch” is legally a redemption + purchase, so tax applies. But I have not made any other withdrawals and profit is <1L. So no tax.
I want to understand the expenses ratio bit while making this switch.
Please let me know how to look at this problem !