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Ulhas

Ulhas Joshi  |266 Answers  |Ask -

Mutual Fund Expert - Answered on Nov 21, 2023

With over 16 years of experience in the mutual fund industry, Ulhas Joshi has helped numerous clients choose the right funds and create wealth.
Prior to joining RankMF as CEO, he was vice president (sales) at IDBI Asset Management Ltd.
Joshi holds an MBA in marketing from Barkatullah University, Bhopal.... more
Asked by Anonymous - Nov 20, 2023Hindi
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I am investing in aditya birla retirement 50 and axis focused 25 fund should I continue or exit

Ans: Hello and thanks for writing to me. The funds you invest in are good funds.

If you state your objectives and risk appetite, I may share other schemes based that may be suitable for you.
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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sir, pl. advise me whether to continue or wait with this fund. I have invested in these funds sip / lumpsum. Aditya Birla Sun Life Small Cap Fund (formerly known as Aditya Birla sun Life Small & Midcap fund) Lumpsum Aditya Birla sun Life frontline equity fund Lumpsum Aidtya Birla sun life liquid fund Lumpsum Aditya Birla sun life tax relief '96 SIP stopped ICICI Prudential Equity & Debt Fund ‐ Growth Lumpsum Hdfc Balanced advantage fund-Direct Plan-Growth Option Lumpsum ICICI prudential value discovery fund_direct plan- Growth earlier known as ICICI prudential value fund series 19 direct plan subsequently switch out (merger) on 24.06.2021 Lumpsum Nippon India Focused Equity Fund ‐Growth Plan Lumpsum Nippon India Large Cap Fund‐ Growth Plan ‐Growth Option Lumpsum Axis Small Cap Fund ‐ Regular Plan ‐ Growth SIP Canara Robeco Emerging Equities ‐ Regular Plan Growth SIP HDFC Multi Cap Fund ‐ Growth Option SIP ICICI Prudential Flexicap Fund ‐ Growth SIP ICICI Prudential Transportation And Logistics Fund SIP SBI Magnum Midcap Fund - Regular Plan - Growth SIP
Ans: When deciding whether to continue or wait with your current mutual fund investments, consider the following factors:

Performance: Evaluate the performance of each fund over different time periods. Look at their returns compared to benchmark indices and peer funds in the same category.
Fund Objectives: Ensure that the objectives of the funds align with your investment goals and risk tolerance. Review the fund's investment strategy and portfolio composition.
Fund Manager: Assess the track record and expertise of the fund manager managing each fund. A skilled and experienced fund manager can significantly impact fund performance.
Expense Ratio: Consider the expense ratio of each fund, as higher expenses can eat into your returns over time. Compare the expense ratios of your funds with similar funds in the market.
Market Conditions: Take into account the current market conditions and economic outlook. Certain funds may perform better in specific market environments.
Changes in Personal Financial Situation: Evaluate any changes in your personal financial situation or investment goals that may necessitate adjustments to your portfolio.
Review Periodically: Regularly review your portfolio to ensure it remains aligned with your objectives. Consider rebalancing or making changes if needed based on market trends or changes in your financial situation.
By carefully considering these factors and possibly seeking advice from a financial advisor, you can make informed decisions about whether to continue or wait with your current mutual fund investments.

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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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