Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on May 26, 2021
Scheme Inv year Inv amount Present Value
Growth. 2008 6000 23000
Fund-Growth
Growth 2009 10000 15000
Fund-Dividend
Growth 2017 110000 159000
Fund Growth (SIP @ 2500pm)
Tax Saver 2009 10000 15000
ELSS
Value Fund 2008 5000 20000
Growth
Also please advise me on following types of mutual fund schemes:
1. Low-Moderate risk, suitable for a horizon of 1-2 years, which give better returns than bank FD, for lump sum investment
2. SIP @ 5000/-pm for a horizon of 5-7 years
3. Lump sum investment to attain a corpus of approx 5 Lakhs after about 5 years.
a) UTI Flexi Cap – Growth
b) Parag Parikh Flexi- Cap Growth
c) Axis ESG Equity Fund – Growth
d) DSP Mid Cap Fund – Growth
You may like to see similar questions and answers below
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Mar 17, 2020
Nikunj Saraf |308 Answers |Ask -Follow
Mutual Funds Expert - Answered on Oct 04, 2022
Jinal Mehta |60 Answers |Ask -Follow
Financial Planner - Answered on Mar 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on Apr 15, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Ramalingam Kalirajan |2608 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on May 18, 2024
Close