Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Aug 04, 2020
My current portfolio is as follows:
1) Aditya Birla Sunlife Focussed Equity Fund-Growth - 2000 per month
2) L & T Midcap Fund Cumulative - 2000 per month
3) Mirae Asset Large Cap Fund -Growth - 2000 per month
4) SBI Magnum Multicap Fund - Growth - 2000 per month
5) Sundaram Rural Consumption Fund Regular Growth - 2000 per month.
6) Axis Bluechip Fund G - Direct Plan - 2000 per month (This is only 5 Months Old SIP)
Please suggest if i want to increase the current SIP amount of 12000 per month to reach the goal & if the above portfolio needs to be tweaked to better funds.
SIP of Rs. 12K can build a corpus of Rs. 60 lakhs only in 15 years … for 4 to 5 crs , SIP amount needs to be Rs. 75000 to Rs. 100000
Name of the Fund | Category | RankMF Star Rating | Recommendations |
Sahil Dhamija | |||
1) Aditya Birla Sunlife Focussed Equity Fund-Growth - 2000 per month | Equity - Focused Fund | 3 | switch to Axis Focused 25 Fund - Growth |
2) L & T Midcap Fund Cumulative - 2000 per month | Equity - Mid Cap Fund | 3 | Switch to - Dsp Midcap Fund - Growth |
3) Mirae Asset Large Cap Fund -Growth - 2000 per month | Equity - Large Cap Fund | 4 | Continue |
4) SBI Magnum Multicap Fund - Growth - 2000 per month | Equity - Multi Cap Fund | 3 | Switch to UTI Equity fund - Growth |
5) Sundaram Rural Consumption Fund Regular Growth - 2000 per month. | Equity - Thematic Fund - Other | 2 | switch to Axis ESG Fund - Growth |
6) Axis Bluechip Fund G - Direct Plan - 2000 per month | Equity - Large Cap Fund | 3 | Switch to UTI MasterShare - Growth |
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