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Head, Rank MF - Answered on Apr 22, 2022
Company | No of shares | Price | Recommendation |
PORTFOLIO DETAILS | |||
A | MONTHLY SIP MUTUAL FUND | ||
Sl No | Fund Details | Current value in Rs L | SIP AMOUNT in RS |
1 | HDFC Flexi Cap Fund - Regular Plan Growth | 4.32 | 3000 |
2 | Axis Mid cap fund | 0.6 | 5000 |
3 | Mirage assets large cap fund | 0.58 | 5000 |
4 | Axis Special situation fund - Regular Plan - Growth | 0.09 | 2000 |
5 | Aditya Birla Sun Life Frontline Equity Fund Growth | 3.8 | 3000 |
6 | Kotak Emerging Equity Fund - Regular Plan Growth | 0.09 | 3000 |
7 | Kotak Equity Opportunity Fund - Regular Plan Growth | 0.09 | 3000 |
B | LUMP SUM MUTUAL FUND | ||
Sl No | Fund Details | Current value in Rs L | Initial Value in Rs L |
1 | Axis Retirement Savings Fund - Conservative Plan - Regular Growth | 6.2 | 5 |
2 | Axis ESG Equity Fund Regular Plan Growth | 4.85 | 3 |
3 | Axis Blue-chip Fund Growth | 5.2 | 3 |
4 | Tata Focused Equity Fund - Regular Plan | 6.16 | 4 |
5 | LIC Debt Fund - Secured | NA | 2 |
6 | LIC balanced Fund | NA | 2 |
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