Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 16, 2021
These are my investments in mutual funds, valued at around Rs 25,40,000 on May 31.
I am 43 years old and plan for a corpus of around Rs 1.5 crores at the age of 60.
Please guide me regarding the changes I need to make in my portfolio.
Thank you Sir. Have a good day
SIP:
1. ADITYA BIRLA SUN LIFE FLEXI CAP FUND -- GROWTH, REGULAR PLAN | Rs 2,000 per month |
2. SCGP-AXIS SMALL CAP FUND -- GROWTH, REGULAR PLAN | Rs 2,500 per month |
3. EFGP-AXIS BLUE CHIP FUND -- GROWTH, REGULAR PLAN | Rs 2,000 per month |
4. DSP MIDCAP FUND -- GROWTH, REGULAR PLAN | Rs 2,500 per month |
5. ICICI PRUDENTIAL BLUECHIP FUND -- GROWTH | Rs 3,000 per month |
6. ICICI PRUDENTIAL VALUE DISCOVERY FUND | Rs 3,000 per month |
Lumpsum
1. ADITYA BIRLA SUN LIFE FOCUSED EQUITY FUND -- GROWTH, REGULAR PLAN | Rs 50,000. Present value; Rs 75,339 |
2. AXIS FOCUSED 25 FUND -- REGULAR GROWTH | Rs 50,000. Present value: Rs 72,039 |
3. FRANKLIN INDIA SMALLER COMPANIES FUND -- GROWTH | Rs 1,90,000. Present value: Rs 2,68,171 |
4. HDFC MIDCAP OPPORTUNITIES FUND -- GROWTH, REGULAR PLAN | Rs 2,50,000. Present value: 3,77,199 |
5. ICICI PRUDENTIAL EQUITY AND DEBT FUND -- GROWTH | Rs 35,000. Present value: Rs 49,452 |
6. NIPPON INDIA LARGE CAP FUND -- GROWTH PLAN, GROWTH OPTION | Rs 2,67,000. Present value: Rs 3,38,377 |
In lumpsum, please continue with 2, 4 and 5. You may consider the below for the rest.
Axis ESG Equity Fund -- Growth |
Motilal Oswal Focused 25 fund -- Growth |
UTI Flexi Cap Fund -- Growth |
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