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Head, Rank MF - Answered on Sep 15, 2022

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Question by Shrishti on Sep 15, 2022Hindi

I am 25 years old. I have been investing from last year. I invest around 50,000 in ppf every year and in MFs:

Mirae Tax Saver-5000/month

PGIM Midcap direct growth – 10,000/month.

Other than this I have some saving in RD. I want to make a corpus of Rs 5 crore in 15 years only with MF.

Please help me with more funds and amount how much to be invested.

Ans: To create a corpus of Rs 5 crore the monthly investment required is of Rs 80,000.

Parag Parikh Flexi-cap fund
Samco Flexi Cap Fund
HDFC Index Fund – Sensex plan
UTI Flexi cap Fund

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Head, Rank MF - Answered on Aug 08, 2022

Question by Amod - Aug 08, 2022Hindi

I want to create corpus of Rs 5 crores in next 15-20 years. I am currently 44 years old. I have following MF investments (all lump sum): DSP equity & bond fund- Rs 80,000.00 DSP Quant fund- Rs 20,000.00 DSP tax saver fund- Rs 500.00 Axis flexicap fund- Rs 25,000.00 Axis nifty 100index fund- Rs 20,000.00 Axis Floater fund- Rs 5,000.00 HDFC Hybrid Debt fund- Rs 80,000.00 ICICI divided yield fund- Rs 60,000.00 L&T Large and mid cap fund- Rs 55,000.00 Aditya Birla divided yield fund- Rs 5,000.00 Tata divided yield fund- Rs 15,000.00 Tata equity hybrid fund- Rs 18,000.00 I have SWP of total Rs 15,000 in few of the above funds. Advise me what needs to be done?

Ans: It would be advisable to use SIP or STP methods to accumulate corpus and let the power of compounding work.

A monthly investment of Rs 40,000 would be required for a corpus of Rs 5 crores in 20 years.

The funds that may be considered are as under:

HDFC Index Fund - Sensex Plan - Regular Plan - Growth
Samco Flexi Cap Fund - Regular Plan - Growth
UTI MNC Fund - Growth Plan
Parag Parikh Flexi Cap Fund- Regular Plan Growth

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Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on Aug 08, 2022

Question by Amod - Aug 08, 2022Hindi

Ans: It would be advisable to use SIP or STP methods to accumulate corpus and let the power of compounding work.

A monthly investment of Rs 40,000 would be required for a corpus of Rs 5 crores in 20 years.

The funds that may be considered are as under:

HDFC Index Fund - Sensex Plan - Regular Plan - Growth
Samco Flexi Cap Fund - Regular Plan - Growth
UTI MNC Fund - Growth Plan
Parag Parikh Flexi Cap Fund- Regular Plan Growth

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Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on Aug 08, 2022

Question by Amod - Aug 08, 2022Hindi

Ans: It would be advisable to use SIP or STP methods to accumulate corpus and let the power of compounding work.

A monthly investment of Rs 40,000 would be required for a corpus of Rs 5 crores in 20 years.

The funds that may be considered are as under:

HDFC Index Fund - Sensex Plan - Regular Plan - Growth
Samco Flexi Cap Fund - Regular Plan - Growth
UTI MNC Fund - Growth Plan
Parag Parikh Flexi Cap Fund- Regular Plan Growth

Money

Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on May 12, 2021

Question by swagat - May 12, 2021Hindi

I am 45 year old and want to build a corpus of 1.5 Crore in next 15 year. Pls Suggest Me the MF I need to invest. My Risk Appetite is High as I am starting late.

Ans: Monthly SIP amount of Rs 27500 will be required to achieve the targets:

Below are few funds that can be considered for creating a corpus of Rs 1.5. Crs in 15 years

UTI Flexi Cap Fund -- Growth
Parag Parikh Flexi Cap Fund -- Growth
Axis ESG Equity Fund -- Growth
Motilal Oswal Focused 25 Fund -- Growth

Around 13^th year or when you reach 57/58 years in age to reduce the volatility in the corpus shift to Debt Funds (Couple of Banking and PSU and one Corporate Bond Fund) along a Hybrid Balanced advantage fund

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