Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 09, 2020
self:- all below investments are from last 1.5 years (Direct plans)
1) hdfc top 100 fund loss invested 1 lakh , loss by 20 k
2) parag parikh long term equity invested 46k profit by 3 k
3) Axis small cap fund invested 44 k loss by 4k
4) uti nifty index fund invested 2 k profit by Rs 73/-
5) hdfc low duration fund invested by 27 k profit by 1k
wife: - all below investments are from last 3 years. (Direct plans)
1) hdfc top 100 fund loss invested 2.25 lakhs , loss by 34 k
2) Axis small cap fund invested 63k loss by 9k
3 ) Axis blue chip fund invested 48 k loss by 3k
4) hdfc mid cap opportunities fund invested 8 thousand loss by 1 thousand
pls give us your valuable advise.
Name of the Fund | Category | Recommendations |
Chandra Sekhar Kamarushi | ||
1) hdfc top 100 fund loss invested 1 lakh , loss by 20 k | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
2) parag parikh long term equity invested 46k profit by 3 k | Equity - Multi Cap Fund | Continue |
3) Axis small cap fund invested 44 k loss by 4k | Equity - Small cap Fund | Continue |
4) uti nifty index fund invested 2 k profit by Rs 73/- (considering growth) | Index Funds - Nifty | Continue |
5) hdfc low duration fund invested by 27 k profit by 1k | Debt - Low Duration Fund | Continue |
1) hdfc top 100 fund loss invested 2.25 lakhs , loss by 34 k | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
2) Axis small cap fund invested 63k loss by 9k | Equity - Small cap Fund | Continue |
3 ) Axis blue chip fund invested 48 k loss by 3k | Equity - Large Cap Fund | Continue |
4) hdfc mid cap opportunities fund invested 8 thousand loss by 1 thousand | Equity - Mid Cap Fund | Continue |
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