Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 08, 2021
Please find below my investment portfolio. Request your valuable advice.
Product Name | SIP/PM | Purchase Value |
1. Axis Flexi Cap Fund Regular Growth | Rs 2,000 | Rs 87,000 |
2. Aditya Birla Sun Life Equity Fund Regular Growth | Rs 2,000 | Rs 87,000 |
3. HDFC Mid-Cap Opportunities Fund Regular Growth | Rs 2,000 | Rs 87,000 |
4. Nippon India Small Cap Fund, Regular Growth | Rs 2,000 | Rs 92,000 |
5. ICICI Prudential Value Discovery Fund, Regular Growth | Rs 2,000 | Rs 87,000 |
6. HDFC Low Duration Fund, Growth (formerly HDFC Cash Management Fund -- Treasury Advantage Plan) | Rs 5,000 | Rs 20,000 |
7. HRERP/Retirement Savings Equity Regular GR | Rs 5,000 | Rs 20,000 |
8. Kotak Flexi Cap Fund, (G) Regular | Rs 1,300 | Rs 27,300 |
9. Aditya Birla Sun Life Pure Value Fund, Regular Growth | Rs 1,200 | Rs 18,000 |
10. L&T Midcap Fund, (G) | Rs 1,200 | Rs 25,200 |
11. Franklin India Feeder Franklin US Opportunities Fund, (G) | Rs 1,300 | Rs 7,200 |
Product Name | Purchase Value |
1. SBI Flexicap Fund-Dir Gr | Rs 20,000 |
2. SBI Large & Midcap Fund Direct Gr (formerly SBI Magnum Multiplier Fund) | Rs 20,000 |
3. SBI Magnum MidCap Dir Fund-G | Rs 20,000 |
4. SBI Blue Chip Fund -- Direct Plan, Growth | Rs 5,000 |
SBI Magnum Constant Maturity Fund Direct Growth | Rs 5,000 |
Keep the lumpsums invested.
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