Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on May 13, 2022
1) HDFC Midcap Opportunities fund Regular growth - ₹4100/- per month with top up of 10% every year.
2) L&T hybrid equity fund Regular growth - ₹5000/- per month with top up of ₹500/- every year.
3) Aditya Birla Sun Life pure value fund Regular growth - ₹4500/- per month with top up of ₹500/- every year.
4) L&T Midcap Fund Regular growth -₹6000/- per month with top up of ₹500/- every year.
5) L&T Emerging Businesses Fund Regular growth -₹6000/- per month with top up of ₹500/- every year.
6) L&T Tax Advantage fund Regular growth -₹4500/- per month with top up of₹500/- every year.
7) Aditya Birla Sun Life Tax Relief '96 fund Regular growth - ₹5000/- per month with top up of ₹500/- every year.
8) UTI Flexi Cap fund Direct growth - ₹1000/- per month.
9) DSP Midcap fund Direct growth - ₹1000/- per month with top up of ₹500/- every year.
10) DSP Equity Opportunities fund Direct growth - ₹1000/- per month with top up of ₹500/- every year.
11) DSP Flexi Cap fund Direct growth - ₹1000/- per month with top up of ₹500/- every year.
12) Aditya Birla Sun Life Equity Advantage fund Direct growth - ₹1000/- per month with top up of ₹500/- every year.
13) Aditya Birla Sun Life Flexi Cap fund - Direct growth - ₹1000/- per month with top up of ₹1000/- every year.
14) ICICI Prudential Technology Plan Direct growth - ₹1000/- per month.
15) Nippon India Small Cap fund Direct growth - ₹1000/- per month with top up of ₹500/- every year.
16) Kotak Emerging Equity fund Direct growth plan - ₹1000/- per month with top up of ₹500/- every year.
17) L&T Flexi Cap fund Direct Growth plan - ₹1000/- per month.
Am I on the right track/path of investing? Please suggest necessary changes in the above portfolio if any or should I continue with the above mutual funds.Also suggest which funds should I Add/Remove from the above portfolio.
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