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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Mar 17, 2020

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Essar Question by Essar on Mar 17, 2020Hindi
Money

I am holding below mentioned SIPs and also single MF investments. Please advise if this can be continued or if fund change required.

Fund name Catgory Star Rating
Essar Nair    
·HDFC Hybrid Equity Regular Growth Monthly Hybrid - Aggressive Hybrid Fund 4
·Birla Sunlife Adv Fund Monthly Equity - Large & Mid Cap Fund 4
·SBI Blue Chip Fund Growth Monthly Equity - Large Cap Funds: 3
·SBI Equity Hybrid Fund Dir Growth Monthly Hybrid - Aggressive Hybrid Fund 5
·Sundaram Selec Midcap Monthly Equity - Mid Cap Funds: 2
·Nippon india large cap fund growth plan growth option Monthly Equity - Large Cap Funds: 2
·Nippon India focused equity growth Monthly Equity - Focused Funds: 2
·ICICI Pru Value Disc Fund Gro Monthly Equity - Value Funds: 2
·Tata Banking and Financial Services Fund Growth Monthly Equity - Sectoral Fund - Banks & Financial Services 5
·Kotak Focused Equity Fund Growth Monthly Equity - Focused Funds: 4
·Kotak Standard Multicap Fund Growth Monthly Equity - Multi Cap Funds: 3
·Axis Focused 25 Fund Growth Monthly Equity - Focused Funds: 5
·IC Pru Value Fund Ser 13 Divi (one time) Single Equity - Value Funds: 2
·ICICI Pru Manufacturing Fund (one time) Single Equity - Thematic Funds: - Other 1
·Hybrid Aggressive Plan Growth (one time) Single (incomplete fund name)  
·Equity plan growh (one time) Single (incomplete fund name)  
·Debt Plan Growth (one time) Single (incomplete fund name)  
·Conservative plan growth (one time) Single (incomplete fund name)  
·Tata Value Fund Series 1 Growth (one time) Single (Not in RankMF)  
·ICICI Pru Retirement Fund (Not in RankMF)  

Ans: You may continue with the 5 & 4 rated funds; however, for others better alternative is available

Equity - Large Cap Funds:

- LIC MF Large Cap Fund-Regular Plan-Growth

- Axis Bluechip Fund - Regular Plan - Growth

- Kotak Bluechip Fund - Growth

- Mirae Asset Large Cap Fund - Growth Plan

Equity - Mid Cap Funds:

- Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

- DSP Midcap Fund - Regular Plan - Growth

Equity - Value Funds:

- Tata Equity P/E Fund Regular Plan -(Growth Option)

Equity - Focused Funds:

- Axis Focused 25 Fund - Regular Plan - Growth Option

- Motilal Oswal Focused 25 Fund (MOF25)- Regular Plan Growth Option

Equity - Large & Mid Cap Fund

- BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

- Canara Robeco Emerging Equities - Regular Plan - GROWTH

- Tata Large & Mid Cap Fund- Regular Plan - Growth

Hybrid - Aggressive Hybrid Fund

- Axis Equity Hybrid Fund - Regular Plan Growth

- Dsp Equity And Bond Fund - Growth

- Motilal Oswal Equity Hybrid Fund-regular Plan Growth

Equity - Multi Cap Funds:

- Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

- JM Multicap Fund - Growth option

- UTI - Equity Fund-Growth Option

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.
Money

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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Sep 14, 2020

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I have invested in the below funds via SIP. Need guidance if I can continue or should I switch LumpsumSBI Magnum Global Fund (D)HDFC Midcap Opportunities - Regular plan (G)SBI Gold fund - Regular planSBI Focussed Equity Fund - Regular plan (G)Franklin India Equity Fund (G)SIPICICI Prudential Bluechip Fund (G)HDFC Capital Builder Value fund - Regular plan (G)Principal Multi cap Growth fund - Regular planHDFC Capital Builder value fund (G)HDFC Midcap opportunities - Regular plan (G)SBI Magnum Gilt Fund regular growthL&T Midcap fund cumulativeICICI Prudential Regular Savings fund (G)MIRAE Asset Emerging Blue chip fund – Regular plan (G)Axis Bluechip Fund – Regular plan (G)
Ans:
Name of the Fund Category Recommendations
Sivakumar    
SBI Magnum Global Fund (D) Equity - Thematic Fund - MNC  Continue
HDFC Midcap Opportunities - Regular plan (G) Equity - Mid Cap Fund Continue
SBI Gold fund - Regular plan FoFs (Domestic / Overseas ) - Gold Continue
SBI Focussed Equity Fund - Regular plan (G) Equity - Focused Fund Continue
Franklin India Equity Fund (G) Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
ICICI Prudential Bluechip Fund (G) Equity - Large Cap Fund  SmartSwitch to Axis Bluechip fund -Growth
HDFC Capital Builder Value fund - Regular plan (G) Equity - Value Fund  SmartSwitch to UTI Value Fund
Principal Multi cap Growth fund - Regular plan Equity - Multi Cap Fund  SmartSwitch to UTI Equity Fund - Growth
HDFC Capital Builder value fund (G) Equity - Value Fund  SmartSwitch to UTI Value Fund
HDFC Midcap opportunities - Regular plan (G) Equity - Mid Cap Fund Continue
SBI Magnum Gilt Fund regular growth Debt - Gilt Fund Continue
L&T Midcap fund cumulative Equity - Mid Cap Fund SmartSwitch to DSP Mid Cap
ICICI Prudential Regular Savings fund (G) Hybrid - Conservative Hybrid Fund Continue
MIRAE Asset Emerging Blue chip fund – Regular plan (G) Equity - Large & Mid Cap Fund Continue
Axis Bluechip Fund – Regular plan (G) Equity - Large Cap Fund Continue

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DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

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