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Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on Dec 20, 2019

Mutual Fund Expert... more

Question by Shams on Dec 20, 2019Hindi

Kindly advise about my mutual fund investments.

Name of the Fund Category RankMF Star Rating

SBI Focused Equity Fund - Reg Growth Equity - Focused Fund 5

SBI Small Cap Fund - Reg Growth Equity - Small cap Fund 2

SBI Magnum Multicap Fund - Reg Growth Equity - Multi Cap Fund 4

SBI Large & Midcap Fund - Reg Growth Equity - Large & Midcap Fund 3

SBI Magnum Global Fund - Reg Growth Equity - Thematic Fund - MNC 4

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

Large and Midcaps:

Axis Growth Opportunities Fund – Growth
Tata Large and Midcap Fund - Growth

Small Caps:

Kotak Small Cap
Axis Small Cap

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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Head, Rank MF - Answered on Jan 17, 2020

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I am 39 years old. I am investing in following mutual funds: Name of the Fund Category RankMF Star Rating 1) HDFC Small Cap Fund Equity - Small cap Fund 2 2) Axis Bluechip Fund. Equity - Large Cap Fund 4 1) Tata Digital India Fund Equity - Thematic Fund - Other 5 2) Axis Bluechip Fund Equity - Large Cap Fund 4

Ans: 4 and 5 star funds can be continued; better small cap options are as under:

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Head, Rank MF - Answered on Nov 20, 2019

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Details of my mutual fund portfolio are as under: Name of the Fund Category RankMF Star Rating Axis Blue Chip Mutual Fund Equity - Large Cap Fund 5 Axis Midcap Fund Growth Equity - Midcap Fund 4 CanaraRobeco Equity Diversified Fund Regular Growth Equity - Multi Cap Fund 4 DSP Small Cap Fund Regular Growth Equity - Small cap Fund 2 HDFC Midcap opportunities Fund Growth Equity - Midcap Fund 3 ICICI Prudential Exports and Services Fund Growth Equity - Sectoral Fund - Service Industry 2 IDFC Multi cap Fund Regular Growth Equity - Multi Cap Fund 4 L&T Equity Fund Regular Growth Equity - Multi Cap Fund 4 L&T India Value Fund Regular Growth Equity - Value Fund 3 Nippon India Multicap Fund Equity - Multi Cap Fund 2 SBI Blue Chip Fund Equity - Large Cap Fund 4 SBI Consumption opportunities Fund Regular Growth Equity - Sectoral Fund - FMCG 3 SBI Focussed Equity Fund Regular Growth Equity - Focused Fund 4

Ans:

All 5 and 4 star rated funds can be continued, rest can be replaced by the funds below in their respective categories.

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Head, Rank MF - Answered on Dec 20, 2019

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These are the funds I invest in since last 20 months. All are direct growth: Name of the Fund Category RankMF Star Rating 1. Axis Bluechip Fund Equity - Large Cap Fund 4 2. Axis Focused 25 Fund Equity - Focused Fund 5 3. ABSL Focused Equity Fund Equity - Focused Fund 4 4. ABSL Equity Fund Equity - Multi Cap Fund 4 5. SBI Small Cap Fund Equity - Small cap Fund 2 6. Nippon India Small Cap Fund Equity - Small cap Fund 2

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See more questions »

Name of the Fund	Category	RankMF Star Rating
SBI Focused Equity Fund - Reg Growth	Equity - Focused Fund	5
SBI Small Cap Fund - Reg Growth	Equity - Small cap Fund	2
SBI Magnum Multicap Fund - Reg Growth	Equity - Multi Cap Fund	4
SBI Large & Midcap Fund - Reg Growth	Equity - Large & Midcap Fund	3
SBI Magnum Global Fund - Reg Growth	Equity - Thematic Fund - MNC	4