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Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on Jan 30, 2020

Mutual Fund Expert... more

Question by Snehasis on Jan 30, 2020Hindi

Money

I have following MFs:

HDFC SMALL CAP FUND-REGULAR GROWTH PLAN

L&T MID CAP FUND-REGULAR PLAN GROWTH

NIPPON INDIA LARGE CAP FUND GROWTH PLAN GROWTH OPTION

MIRAE ASSET LARGE CAP FUND-GROWTH OPTION

Please advise if it will give benefits after investment of 5-10 years period. What will be return approx? Whether to switch to other fund or not?

Name of the Fund Category RankMF Star Rating

Snehasis Sengupta

HDFC SMALL CAP FUND-REGULAR GROWTH PLAN Equity - Small cap Fund 2

L&T MID CAP FUND-REGULAR PLAN GROWTH Equity - Mid Cap Fund 3

NIPPON INDIA LARGE CAP FUND GROWTH PLAN Equity - Large Cap Fund 4

MIRAE ASSET LARGE CAP FUND-GROWTH OPTION Equity - Large Cap Fund 4

Ans: You may please continue with 4 star schemes and for rest These MFs can be considered:

Equity - Small Cap Fund:

Kotak Small Cap Fund – Growth
Axis Small Cap Fund – Growth

Equity - Mid Cap Fund:

DSP Mid Cap Fund – Growth
SBI Magnum MID CAP FUND – GROWTH
Motilal Oswal Mid Cap 30 Fund (MOF30)-Growth Option

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 HAVE BEEN INVESTING IN MUTUAL FUNDS FOR THE LAST SEVERAL YEARS BUT THE RETURNS HAVE NOT BEEN ENCOURAGING. I WOULD LIKE TO KNOW IF I AM INVESTING IN THE RIGHT FUNDS OR SHOULD I SHIFT TO OTHER MFs TO MAXIMISE MY RETURNS. GIVE BELOW IS MY CURRENT HOLDING OF MFs. Fund name Catgory Star Rating Ravindra Kumar ·Aditya Birla Sun Life Pure Value Fund -Growth -Direct Plan Equity - Value Funds: 1 ·Aditya Birla Sun Life Pure Value Fund -Growth -Regular Plan Equity - Value Funds: 1 ·Canara Rebeco Emerging Equities - Regular Growth Equity - Large & Mid Cap Fund 4 ·Franklin India Smaller Companies Fund - Growth Equity - Small cap Fund 2 ·HDFC Equity Fund - Regular Plan - Growth Equity - Multi Cap Funds: 2 ·HDFC Mid-Cap Opportunities Fund -Regular Plan Growth Equity - Mid Cap Funds: 2 ·ICICI Prudendial Banking and Financial Services Fund - Growth Equity - Sectoral Fund - Banks & Financial Services 2 ·Mirae Asset Focused Fund - Direct Plan - Growth Equity - Multi Cap Funds: 2 ·Mirae Asset Large Cap Fund - Direct Plan - Growth Equity - Large Cap Funds: 4 ·NIPPON INDIA MULTI CAP FUND- DIRECT GROWTH PLAN GROWTH OPTION Equity - Multi Cap Funds: 2

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Question by Prabhat - Feb 20, 2020Hindi

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Head, Rank MF - Answered on Jan 30, 2020

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Ans: Hello,
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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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