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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Dec 20, 2019

Mutual Fund Expert... more
Gyanesh Question by Gyanesh on Dec 20, 2019Hindi
Money

I have invested the following mutual funds in the year 2015. Would like to have your opinion whether I can still continue in the scheme or shift to some other scheme? Also would like to know the reason for the same. 

Name of the Fund Category RankMF Star Rating
Aditya Birla Sun Life Focused Equity Fund (G) (29) Equity - Focused Fund 4
Aditya Birla Sun Life Pure Value Fund (G) Equity - Value Fund 2
DSP Natural Resources and New Energy Fund - Regular Plan (G) (29) Equity - Sectoral Fund - Energy & Power 4
DSP Small Cap Fund - Regular Plan (G) Equity - Small cap Fund 2
HDFC Mid-Cap Opportunities Fund (G) (56) Equity - Midcap Fund 3
IDFC Multi Cap Fund - Regular Plan (G) (26) Equity - Multi Cap Fund 4
Invesco India Multicap Fund (G) (26) Equity - Multi Cap Fund 3
L&T Emerging Businesses Fund - Regular Plan (G) (19) Equity - Small cap Fund 2
L&T India Hybrid Equity Fund (G) Hybrid - Aggressive Hybrid Funds: 5
L&T India Value Fund (G) (28) Equity - Value Fund 3
SBI Blue Chip Fund (G) (30) Equity - Large Cap Fund 3
SBI Magnum Multicap Fund - Regular Plan (G) Equity - Multi Cap Fund 4
Sundaram Equity Fund - Regular Plan (G) Equity - Multi Cap Fund 4
Sundaram Midcap Fund - Regular Plan (G) Equity - Midcap Fund 3
Sundaram Rural and Consumption Fund (G) Equity - Thematic Fund - Other 4
Sundaram Services Fund - Regular Plan (G) Equity - Sectoral Fund - Service Industry 4
Sundaram Small Cap Fund - Regular Plan (G) (29) Equity - Small cap Fund 2
Sundaram Value Fund - Series VII - Regular Plan (G) Close ended -

Ans: You may continue with 4 & 5-Star rated ones and rest can be relooked. 

Multicaps: Suitable options considering quality and value for money are:

  • Motilal Oswal multicap 35
  • Axis Mutlicap
  • Parag Parikh Long Term Equity Fund 

ELSS: Motilal Oswal Long Term Equity Fund 

Focused: 

  • Axis Focused 25
  • DSP Focused Fund

Midcaps: Suitable options considering quality and value for money are:

  • Motilal Oswal Midcap 30
  • DSP Midcap
  • Kotak Emerging Equity Fund

Small Caps:

  • Kotak Small Cap
  • Axis Small Cap

Equity Value Funds:

  • Tata Equity PE Fund
  • UTI Value Opportunity Funds

Large Caps: 

  • LIC MF Large Cap Fund - Growth
  • Mirae Asset Large Cap Fund - Growth 

Large and Midcaps: 

  • Axis Growth Opportunities Fund – Growth
  • Tata Large And Midcap Fund - Growth 

Aggressive Hybrid Funds: 

  • Mahindra Hybrid Equity Nivesh Yojana – Growth
  • Axis Equity Hybrid Fund - Growth 
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.
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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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