Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Sep 04, 2020
A) Ongoing sip in following scheme in my name and my brother name since August 2019 of rs 4000 per month.
Mine Sip
Axis midcap fund RP growth
Canrobeco emerging equity RP G
Franklin smaller companies fund RP G
L&T emerging business fund RP G
Tata multicap fund RP G
Brother’s sip
Axis small cap fund RP g
Invesco india multi cap fund RP g
Nippon india multi cap fund RP g
Pricipal emerging bluechip fund RP g
Tata midcap fund RP g
B) following sip of rs 2000 per month started in mid2016 but stopped in mid 2019. What should I do?
Mine
Franklin india prima fund RP g
Motilal Oswal multicap 35 fund RP g
Nippon india gold saving fund RP g
Nippon india multi cap fund RP g
Franklin india equity fund RP g
Hdfc hybrid equity fund RP g
Brother
DSP tax saver fund RP g
Franklin india tax shield growth RP g
Hdfc midcap opportunities fund RP g
Icici value discovey fund RP g
Nippo india focussed equity fund RP g
C) lumsum investment in following scheme
Mine
Canrobeco bule chip equity fund direct g
Motilal Oswal s&p 500 index fund d g nfo
Nippon india small cap fund RP g
UTI focussed equity fund series IV D G nfo closed ended
PGIM ultra short term fund d g
UTI value opportunities fund d g
Hdfc equity fund d g
Hdfc midcap opportunities fund d g
L& T large cap fund d g
L&T india TAX Advantage fund d g
Aditya Birla small cap fund d g
Sbi magnam multicap fund d g
Tata equity PE FUND d g
Brother
Axis bluechip fund d g
Nippon india small cap fund RP g
Hfdc infrastructure fund RP g
Hdfc tax saver fund
Hdfc top 100 fund d g
Hdfc small cap fund d g
Hdfc balanced advantage fund d g
Kotak tax saver fund d g
L& T value fund d g
L&T emerging business fund series I d g
Aditya Birla tax relief 96 fund d g
Aditya Birla pure value fund d g
Tata india tax saver fund d g
Please suggest me to continue in the above scheme, continue my ongoing sip or change my above scheme, sip.
Name of the Fund | Category | Recommendations |
CS Rakesh Kankariya | ||
Axis midcap fund RP growth | Equity - Mid Cap Fund | Continue |
Canrobeco emerging equity RP G | Equity - Large & Mid Cap Fund | Continue |
Franklin smaller companies fund RP G | Equity - Small cap Fund | Continue |
L&T emerging business fund RP G | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
Tata multicap fund RP G | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Axis small cap fund RP g | Equity - Small cap Fund | Continue |
Invesco india multi cap fund RP g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Nippon india multi cap fund RP g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Pricipal emerging bluechip fund RP g | Equity - Large & Mid Cap Fund | Continue |
Tata midcap fund RP g | Equity - Mid Cap Fund | Continue |
Franklin india prima fund RP g | Equity - Mid Cap Fund | SmartSwitch to DSP Mid Cap |
Motilal Oswal multicap 35 fund RP g | Equity - Multi Cap Fund | Continue |
Nippon india gold saving fund RP g | FoFs (Domestic / Overseas ) - Gold | Continue |
Nippon india multi cap fund RP g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Franklin india equity fund RP g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Hdfc hybrid equity fund RP g | Hybrid - Aggressive Hybrid Fund | SmartSwitch to Canara Robeco Equity Hybrid Fund |
DSP tax saver fund RP g | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
Franklin india tax shield growth RP g | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
Hdfc midcap opportunities fund RP g | Equity - Mid Cap Fund | Continue |
Icici value discovey fund RP g | Equity - Value Fund | SmartSwitch to UTI Value Fund |
Nippo india focussed equity fund RP g | Equity - Focused Fund | SmartSwitch to Axis Focused 25 G |
Canrobeco bule chip equity fund direct g | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
Motilal Oswal s&p 500 index fund d g nfo | Equity - Thematic Fund - Global | Continue |
Nippon india small cap fund RP g | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
UTI focussed equity fund series IV D G nfo closed ended | Close Ended Fund | Close Eded Fund |
PGIM ultra short term fund d g | Debt - Ultra Short Duration Fund | SmartSwitch to Aditya Birla Sun Life Savings Fund - Growth |
UTI value opportunities fund d g | Equity - Value Fund | Continue |
Hdfc equity fund d g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Hdfc midcap opportunities fund d g | Equity - Mid Cap Fund | Continue |
L& T large cap fund d g | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
L&T india TAX Advantage fund d g | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
Aditya Birla small cap fund d g | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
Sbi magnam multicap fund d g | Equity - Multi Cap Fund | SmartSwitch to UTI Equity Fund - Growth |
Tata equity PE FUND d g | Equity - Value Fund | Continue |
Axis bluechip fund d g | Equity - Large Cap Fund | Continue |
Nippon india small cap fund RP g | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
Hfdc infrastructure fund RP g | Equity - Sectoral Fund - Infrastructure | SmartSwitch to UTI Equity Fund - Growth |
Hdfc tax saver fund | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
Hdfc top 100 fund d g | Equity - Large Cap Fund | SmartSwitch to Axis Bluechip fund -Growth |
Hdfc small cap fund d g | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
Hdfc balanced advantage fund d g | Hybrid - Balanced Advantage | SmartSwitch to ICICI Prudential Balanced Advantage Fund |
Kotak tax saver fund d g | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
L& T value fund d g | Equity - Value Fund | SmartSwitch to UTI Value Fund |
L&T emerging business fund series I d g | Equity - Small cap Fund | SmartSwitch to Axis Small Cap Growth |
Aditya Birla tax relief 96 fund d g | Equity - ELSS | Continue |
Aditya Birla pure value fund d g | Equity - Value Fund | SmartSwitch to UTI Value Fund |
Tata india tax saver fund d g | Equity - ELSS | SmartSwitch to Axis Long Term Equity - Growth |
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