Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Dec 21, 2021
Mutual Funds | Plan type | Amount |
UTI Nifty Index Fund | Direct Growth Plan | Rs 4,000 pm |
HDFC Index Fund | Direct Growth Plan | Rs 4,000 pm |
Axis MF Bluechip fund | Growth -- Direct | Rs 4,000 pm |
Canara Robeco Flexi Cap Fund | Direct Plan -- Growth | Rs 4,000 pm |
Parag Parikh Flexi Cap Fund | Direct Plan -- Growth | Rs 4,000 pm |
PGIM India India Flexi Cap Fund | Direct Plan - Growth | Rs 4,000 pm |
Quant Active Fund | Direct Plan -- Growth | Rs 4,000 pm |
IIFL Focused Equity Fund | Direct Plan -- Growth | Rs 2,000 pm |
Axis Small Cap Fund | Growth -- Direct | Rs 2,000 pm |
UTI Value Opportunities Fund | Direct Plan -- Growth | Rs 2,000 pm |
Canara Robeco Emerging Equities | Direct Plan -- Growth | Rs 2,000 pm |
Axis Midcap fund | Growth -- Direct | Rs 2,000 pm |
PGIM India Midcap Opportunities Fund | Direct Plan - Growth | Rs 2,000 pm |
Lump sum investment
Mutual Funds | Plan type | Amount |
IDFC Government Securities Fund | Growth -- Direct Plan | Rs 1.3 lakhs |
DSP Government Securities Fund | Direct Plan -- Growth, Gilt Fund | Rs 55,000 |
Kotak Money Market Fund | Direct Plan -- Growth | Rs 7.5 lakhs |
UTI Ultra Short Term Fund | Direct Plan -- Growth | Rs 9 lakhs |
I want to withdraw 50 per cent from Kotak and UTI and invest in Edelweiss Money Market Fund (Direct Plan -- Growth Money Market Fund) and PGIM India Ultra Short Term Fund (Direct Plan -- Growth Ultra Short Duration Fund).
Is it a good idea?
I have also invested Rs 1.3 lakhs in Mirae Asset Large Cap Fund (Direct -- Growth) through SIP.
Now I want to exit and invest in Mirae Asset Emerging Bluechip Fund.
Is it a good idea?
If yes, please suggest withdrawal and invest through SWP or lumpsump?
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