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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Nov 20, 2019

Mutual Fund Expert... more
Venkat Question by Venkat on Nov 20, 2019Hindi
Money

I have 4 mutual funds listed below:

1. HDFC Balanced Advantage Fund

2. HDFC Hybrid Equity Fund

3. Aditya Birla SL Equity Hybrid 95 Fund

4. ICICI Pru Value Discovery Fund

I have been investing in them from the past 27 months and this is a very long term investment say for my retirement. What returns can I expect after 10 years and do I need to change anything?

I have also invested lumpsum amount of 50k in:

  • Invesco India Growth Opportunity Fund
  • L&T Infrastructure Fund
  • HDFC Small Cap Fund and
  • SBI Blue Chip Fund

Except for L&T others seem to be performing well. Please advise what can be returns in next 5 years

Ans:
Name of the Fund Category RankMF Star Rating
HDFC Balanced Advantage Fund Hybrid - Balanced Advantage 4
HDFC Hybrid Equity Fund Hybrid - Aggressive Hybrid Fund 5
Aditya Birla SL Equity Hybrid 95 Fund Hybrid - Aggressive Hybrid Fund 5
ICICI PruValue Discovery Fund Equity - Value Fund 3
Lumpsum amount of 50k-  
Invesco India Growth Opportunity Fund Equity - Large & Midcap Fund 4
L&T Infrastructure Fund Equity - Sectoral Fund - Infrastructure 2
HDFC Small Cap Fund Equity - Small cap Fund 2
SBI Blue Chip Fund Equity - Large Cap Fund 4

You may continue with the 5 & 4 star rated funds and sectoral funds to be avoided presently for others can be considered from the below.

Value Funds Suitable options considering quality and value for money at present levels are Tata Equity PE Fund and UTI Value Opportunity Fund

Midcap: Suitable options considering quality and value for money at present levels are Motilal Oswal Midcap 30, DSP Midcap and Axis Midcap

Small cap: Suitable options considering quality and value for money at present levels are Kotak Small Cap and Axis Small Cap

Aggressive Hybrid: Suitable options considering quality and value for money at present levels are Axis Equity Hybrid Fund and Tata Hybrid Equity Fund

Multicap: Suitable options considering quality and value for money at present levels are UTI Equity Fund, Axis Multicap and Motilal Oswal Multicap 35

Focused: Suitable options considering quality and value for money at present levels are Axis Focused 25, Motilal Oswal Focused 25

DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Users are advised to pursue the information provided by the rediffGURU only as a source of information to be as a point of reference and to rely on their own judgement when making a decision.
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