Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Oct 13, 2022
I have read your unbiased views on various queries from MF investment enthusiasts. Your feedback has been very impressive and really helps people like us. My heartfelt gratitude and thanks for the same.
Sir, I have following mutual fund SIPs and I would seek your guidance on whether these are OK, or any course correction required.
LUMP SUMP INVESTMENTS split as below.
Aditya Birla Sun Life Focused Equity Fund - Gr in March 2022 value Rs 62434. Current value is Rs 59218
Axis Growth Opportunities Fund - Gr in March 2022 value Rs 62122. Current value is Rs 57015
Edelweiss Arbitrage Fund - Gr in April 2021 value Rs 45567. Current value is Rs 47660
L&T Arbitrage Opportunities Fund - Gr in July 2021 value Rs 65730. Current value is Rs 69077
Nippon India Arbitrage Fund - Gr in July 2021 value Rs 49595. Current value is Rs 51859
SIP: Total monthly SIP of Rs 25000, split as below:
Axis Bluechip Fund - Gr, monthly investment Rs 2500
Axis Focused 25 Fund - Gr, monthly investment Rs 2000
Canara Robeco Flexi Cap Fund - Gr, monthly investment Rs 2000
Edelweiss Mid Cap Fund - Regular Gr, monthly investment Rs 5000
Invesco India Contra Fund - Gr monthly investment Rs 2000
Kotak Emerging Equity Fund - Gr, monthly investment Rs 2000
Kotak Flexicap Fund - Gr, monthly investment Rs 2500
L&T Midcap Fund - Gr, monthly investment Rs 5000
SBI Flexicap Fund - Gr, monthly investment Rs 2000
Total portfolio amount as on date is Rs 14 lakh.
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