Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 07, 2020
1)Axis long term equity fund
2)aditya birla sun life tax relief 96
3)ICICI prudental balance advantage fund
4)ICICI prudental value discovery fund
5)DSP small cap fund
Later in 2018 we added following mfs of 2500/- each Sip
1)motilal oswal multicap 35
2)Mirae asset emerging bluechip fund
3)Axis long term equity fund another folio added .
Our investment horizon is long term of 15-20yrs.
And want to increase current 25000/- SIP to 35000/-.
Need money of 1cr after 7-8 yrs and 4cr-5cr after 18- 20yrs.
Kindly suggest if it’s alright or changes are required.
Name of the Fund | Category | Recommendations |
Jai Singh | ||
1)Axis long term equity fund | Equity - ELSS | Continue |
2)aditya birla sun life tax relief 96 | Equity - ELSS | Continue |
3)ICICI prudental balance advantage fund | Hybrid - Balanced Advantage | Continue |
4)ICICI prudental value discovery fund | Equity - Value Fund | SmartSwitch to UTI Value Fund |
5)DSP small cap fund | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
1)motilal oswal multicap 35 | Equity - Multi Cap Fund | Continue |
2)Mirae asset emerging bluechip fund | Equity - Large & Mid Cap Fund | Continue |
3)Axis long term equity fund | Equity - ELSS | Continue |
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