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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Sep 09, 2020

Mutual Fund Expert... more
chandra Question by chandra on Sep 09, 2020Hindi
Money

pls give your feedback on the below mutual funds. i planning to reshuffle my mutual funds 

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.

Ans:
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
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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Since you are comfortable with an aggressive portfolio and have a long time horizon of 10 years, my advice to you is:-
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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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