Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 14, 2020
1. SBI Equity Hybrid Fund (Since Sep'2019)
2. HDFC Hybrid Equity Fund (Since Sep'2019)
3. ICICI Prudential Equity & Debt Fund (Since Sep'2019)
4. Nippon India Ultra Short Duration Fund (Since Feb'2019)
5. Axis Long Term Equity Fund - Direct Growth (Since Apr'2016)
6. HDFC Equity Fund - Growth (Since Nov'17)
7. SBI Focused Equity Fund - Regular Plan - Growth (Since Dec'2017)
One Time investment in below Fund-
1. DSP Tax Saver Fund (Since Feb'2018)
2. Motilal Oswal Long Term Equity Fund (Since June'2018)
3. Invesco India Financial Services Fund - Direct Plan(Since Jan'20)
4. Nippon India Arbitrage Fund - Direct (Since Jan'20)
5. HDFC Short Term Debt Fund - Direct Plan (Since Jan'20)
6. Franklin India Ultra Short Bond Fund - Super Institutional Plan (Since Jan'20)
7. L&T Focused Equity Fund - Direct Plan (Since Jan'20)
8. ICICI Prudential Bluechip Fund - Direct Plan (Since Jan'20)
9. SBI Dual Advantage Fund Series XXV- Regular Plan - Growth (Since Oct'17)
10. SBI Equity Hybrid Fund - Regular Paln- Growth (Since Oc'17)
11. SBI Banking & Financial Services - Regular - Growth (Since Oct'17)
12. HDFC Mid Cap Opportunities Fund - Growth (Since June'19)
Kindly suggest if these are good to go ahead or do i need to switch any of the above funds.
Name of the Fund | Category | Recommendations |
Ashish Rai | ||
1. SBI Equity Hybrid Fund (Since Sep'2019) | Hybrid - Aggressive Hybrid Fund | Continue |
2. HDFC Hybrid Equity Fund (Since Sep'2019) | Hybrid - Aggressive Hybrid Fund | SmartSwitch to Canara Robeco Equity Hybrid Fund |
3.ICICI Prudential Equity & Debt Fund (Since Sep'2019) | Hybrid - Aggressive Hybrid Fund | SmartSwitch to Canara Robeco Equity Hybrid Fund |
4. Nippon India Ultra Short Duration Fund (Since Feb'2019) | Debt - Ultra Short Duration Fund | Continue |
5. Axis Long Term Equity Fund - Direct Growth (Since Apr'2016) | Equity - ELSS | Continue |
6. HDFC Equity Fund - Growth (Since Nov'17) | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
7. SBI Focused Equity Fund - Regular Plan - Growth (Since Dec'2017) | Equity - Focused Fund | Continue |
1.DSP Tax Saver Fund (Since Feb'2018) | Equity - ELSS | Continue |
2.Motilal Oswal Long Term Equity Fund (Since June'2018) | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
3.Invesco India Financial Services Fund - Direct Plan(Since Jan'20) | Equity - Sectoral Fund - Banks & Financial Services | SmartSwitch to UTI Equity Fund - Growth |
4.Nippon India Arbitrage Fund - Direct (Since Jan'20) | Hybrid - Arbitrage Fund | SmartSwitch to Boi Axa Arbitrage Fund - Growth |
5.HDFC Short Term Debt Fund - Direct Plan (Since Jan'20) | Debt - Short Duration Fund | Continue |
6.Franklin India Ultra Short Bond Fund - Super Institutional Plan (Since Jan'20) | Debt - Liquid Fund | Freezed |
7.L&T Focused Equity Fund - Direct Plan (Since Jan'20) | Equity - Focused Fund | SmartSwitch to Axis Focused 25 G (Franklin India Liquid Fund - Super Institutional Plan-growth) |
8.ICICI Prudential Bluechip Fund - Direct Plan (Since Jan'20) | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
9.SBI Dual Advantage Fund Series XXV- Regular Plan - Growth (Since Oct'17) | Close Ended Fund | Close Eded Fund |
10.SBI Equity Hybrid Fund - Regular Paln- Growth (Since Oc'17) | Hybrid - Aggressive Hybrid Fund | Continue |
11.SBI Banking & Financial Services - Regular - Growth (Since Oct'17) | Equity - Sectoral Fund - Banks & Financial Services | SmartSwitch to UTI Equity Fund - Growth |
12.HDFC Mid Cap Opportunities Fund - Growth (Since June'19) | Equity - Mid Cap Fund | Continue |
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