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Vivek Lala  | Answer  |Ask -

Tax, MF Expert - Answered on Mar 12, 2024

Vivek Lala has been working as a tax planner since 2018. His expertise lies in making personalised tax budgets and tax forecasts for individuals. As a tax advisor, he takes pride in simplifying tax complications for his clients using simple, easy-to-understand language.
Lala cleared his chartered accountancy exam in 2018 and completed his articleship with Chaturvedi and Shah. ... more
Asked by Anonymous - Jul 06, 2023Hindi
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I m 48 years old and regularly investing in large n flexicap mf thru sip. i m planning to invest in new age mutual fund like mirae asset global x artificial intelligence etf fof and mirae asset electric autonomous etf fof . please advise on the new mutual funds

Ans: Hello, these funds are to be invested with full knowledge of the sector and should not be beyond 15% of your portfolio
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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I am 32 and would like to know the following mutual funds are good or not as I am investing in them for more than 5 years around Rs 40,000 each month by SIP mode. Please suggest me if I have to change any.  UTI Transportation and Logistics Fund (dividend and growth both)  UTI Equity Fund (dividend and growth)  UTI Infrastructure Fund (growth)  UTI Midcap Fund (growth)  UTI MNC Fund (dividend) UTI Core Equity Fund (dividend)  UTI Value Opportunity Fund (dividend and growth)  UTI Arbitage Fund UTI Ultra Short-term Fund ICICI Pru India Value Opportunity Fund ICICI Value Discovery Fund ICICI Pru Equity and Debt Fund Please suggest as I am investing almost Rs 40,000 per month in SIP mode. Whether any change is required or not?  Also suggest the best funds for me as I am thinking for 12 to 20 years. Waiting for your valuable comments  
Ans:
Name of the Fund Name of the Fund RankMF Star Rating
UTI Transportation and Logistics Fund(dividend and growth both)     
Growth Equity - Sectoral Fund - Auto 2
Dividend Reinvestment Plan Equity - Sectoral Fund - Auto 1
Dividend Payout Plan Equity - Sectoral Fund - Auto 1
UTI Equity Fund (dividend and growth)     
Growth Equity - Multi Cap Fund 5
Dividend Reinvestment Plan Equity - Multi Cap Fund 5
Dividend Payout Plan Equity - Multi Cap Fund 5
UTI Infrastructure Fund (growth)  Equity - Sectoral Fund - Infrastructure 3
UTI Midcap Fund (growth)  Equity - Mid Cap Fund 2
UTI MNC Fund(dividend)    
Dividend Payout Plan Equity - Thematic Fund - MNC 2
Dividend Reinvestment Plan Equity - Thematic Fund - MNC 2
UTI Core Equity Fund (dividend)     
Dividend Payout Plan Equity - Large & Mid Cap Fund 1
Dividend Reinvestment Plan Equity - Large & Mid Cap Fund 2
UTI Value Opportunity Fund (dividend and growth)    
Growth Equity - Value Fund 4
Dividend Payout Plan Equity - Value Fund 3
Dividend Reinvestment Plan Equity - Value Fund 4
UTI ArbitageFund Hybrid - Arbitrage Fund 4
UTI Ultra Short-term Fund Debt - Ultra Short Duration Fund 5
ICICI Pru India Value Opportunity Fund Equity - Thematic Fund - Other 3
ICICI Value Discovery Fund Equity - Value Fund 2
ICICI PruEquity and Debt Fund Hybrid - Aggressive Hybrid Fund 5

You may continue with funds with 4 and 5 star rated, sector funds to be avoided and good funds in Multicap , Focused and Mid cap should be invested in.

Midcap: Suitable option considering quality and value for money at present levels is DSP Midcap and Axis Midcap

Multicap: Suitable options considering quality and value for money at present levels are UTI Equity Fund, Axis Multicap, Motilal Oswal Multicap 35

Focused: Suitable options considering quality and value for money at present levels are Axis Focused 25 and Motilal Oswal Focused 25

..Read more

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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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