Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Jun 13, 2022
How much monthly contribution helps in reaching the target? Kindly provide me with a permanent portfolio which I need not turn back further. Like long term, medium term and short term with amount to be invested in each with your shortlisted funds.
Uti flexi Cap fund =1000/ month
Axis long term fund growth=500/month
Axis 100 index fund =500/ month
Existing portfolio not invested further on below mentioned funds.
Sbi blue-chip fund 20000 invested (to continue or not existing from past 6 years
Aditya Birla sunlife 96=20000 invested (not investing as of now existing from 5 years)
Other than this I am investing in PPF 2000/month.
Few funds that can be considered are:
1. UTI flexi cap fund – Growth.
2. Parag Parikh Flexi cap - Growth
3. Samco Flexi Cap – Growth
4. Axis Esg Equity Fund Regular Growth
5. Hdfc Index Fund - Sensex Plan - Growth
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