Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Apr 05, 2022
AXIS MID CAP Rs 3K
SBI FOCUSED EQUITY (R) G Rs 5K
ICICI PRU FLEXICAP G Rs 5K
AXIS ESG FUND Rs 10K
I CAN ALSO INVEST IN LUMP SUM OF RS. 2.00LAC.
Looking forward to your advice.
Omkeshwar Singh Please continue and yes you may invest Rs. 2 lakh as lump sum proportionally in all the above funds.
Abhsihek Sarin: This is in regards to your Ask MF Guru section on Rediff.com. Requesting your advice on and review of the following investments.
I have recently started a mutual fund portfolio at age 25, with monthly SIPs totalling Rs 8500, and targeting a total monthly investment of Rs 10000. The mutual funds I have currently invested in are:
Aditya Birla Sun Life Corporate Bond Fund Direct Growth - Rs 3000 monthly SIP
Mirae Asset Tax Saver Fund Direct Growth - Rs 1500 monthly SIP
Axis Small Cap Find Direct Growth - Rs 1500 monthly SIP
ICICI Prudential Technology Direct Plan Growth - Rs 2500 monthly SIP
Risk appetite is very high; annual step up is targeted at 15% and the aim is to achieve Rs 1cr corpus in 15 years from today i.e. age 40.
Please review the above investments, and also suggest a moderate risk mutual fund to invest the remaining Rs 1500.
You may like to see similar questions and answers below
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Jan 07, 2022
Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Nov 02, 2022
Sanjeev Govila | Answer |Ask -Follow
Financial Planner - Answered on Mar 28, 2024
Moneywize |174 Answers |Ask -Follow
Financial Planner - Answered on Sep 08, 2024
Prof Suvasish Mukhopadhyay |162 Answers |Ask -Follow
Career Counsellor - Answered on Nov 22, 2024
Prof Suvasish Mukhopadhyay |162 Answers |Ask -Follow
Career Counsellor - Answered on Nov 22, 2024
Prof Suvasish Mukhopadhyay |162 Answers |Ask -Follow
Career Counsellor - Answered on Nov 22, 2024
Ravi Mittal |431 Answers |Ask -Follow
Dating, Relationships Expert - Answered on Nov 22, 2024
Ravi Mittal |431 Answers |Ask -Follow
Dating, Relationships Expert - Answered on Nov 22, 2024
Ravi Mittal |431 Answers |Ask -Follow
Dating, Relationships Expert - Answered on Nov 22, 2024
Milind Vadjikar |682 Answers |Ask -Follow
Insurance, Stocks, MF, PF Expert - Answered on Nov 22, 2024
Ramalingam Kalirajan |7101 Answers |Ask -Follow
Mutual Funds, Financial Planning Expert - Answered on Nov 22, 2024
Patrick Dsouza |862 Answers |Ask -Follow
CAT, XAT, CMAT, CET Expert - Answered on Nov 22, 2024
T S Khurana |193 Answers |Ask -Follow
Tax Expert - Answered on Nov 22, 2024
Close