Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Apr 07, 2022
1. HDFC EQUITY FUND REGULAR GROWTH Rs 3000/month
2. AXIS LONG TERM EQUITY FUND DIRECT GROWTH RS 2000/MONTH.
3. SBI SMALL CAP FUND DIRECT GROWTH RS 2000/MONTH.
4. SBI TECHNOLOGY FUND DIRECT GROWTH RS 2000/MONTH.
5. PARAG PARIKH FLEXI CAP FUND DIRECT GROWTH RS 1000/MONTH.
My wife’s portfolio:
1. MIRAE ASSET EMERGING BLUE CHIP FUND DIRECT GROWTH RS 3000/MONTH
2. CANARA ROBECCO EMERGING EQUITY FUND Rs 1500/MONTH
3. CANARA ROBECCO BLUE CHIP FUND DIRECT GROWTH RS 1000/MONTH
4. MOTILAL OSWAL 35 CAP FUND RS 1500/MONTH.
5. L &T INDIA VALUE FUND RS 2000/MONTH.
6. SBI SMALL CAP FUND DIRECT GROWTH RS 2000/MONTH.
7. QUANT SMALL CAP FUND DIRECT GROWTH RS 2000/MONTH.
SIR please advice/suggestions regarding above investment required if any modifications? One more thing I want to invest more please suggest me some funds giving return above 20%.
Basic thumb rule is risk free returns (10 years govt bond returns) + inflation + equity risk premium.
You may like to see similar questions and answers below
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Nov 18, 2022
Sunil Lala |181 Answers |Ask -Follow
Financial Planner - Answered on Jan 09, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 02, 2024
Career Coach |38 Answers |Ask -Follow
Workplace Expert - Answered on May 05, 2024
Shalini Singh |64 Answers |Ask -Follow
Dating Coach - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Moneywize |104 Answers |Ask -Follow
Financial Planner - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Ramalingam Kalirajan |1389 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 05, 2024
Close