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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Apr 11, 2022

Mutual Fund Expert... more
Usha Question by Usha on Apr 11, 2022Hindi
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I am 57 years old and will be retiring in 2024. I currently hold the following MFs. 

Fund Plan Amount Invested
1. Birla Sun Life Top 100 Fund regular plan growth SIP 3000 p.m.(invested in 2017)
2. SBI Blue chip Fund regular plan growth Rs. 2000 p.m. (invested in 2017)
3. Axis long term equity fund growth - lump sum Rs. 81000.(invested in 2017)
4. SBI magnum balanced fund   Rs. 5000 pm. (invested in 2016)
5. Parag Parikh FLEXI CAP FUND GROWTH Rs.5000 pm (invested in March 2021)
6. ICICI PRUDENTIAL BALANCED ADVANTAGE FUND REGULAR PLAN - GROWTH Rs.20000 lump sum (invested in March 2021)

Kindly advise based on the following:

Should I discontinue any of the above funds? If so, which, and kindly advise alternate funds to invest in instead.

Ans: No need, please continue

I would like to invest another 10000 pm. Could you advise MFs for the same?

Omkeshwar Singh

Edelweiss Balanced Advantage fund – Growth

Tata Balanced advantage fund – Growth

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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