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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Aug 02, 2021

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Mujib Question by Mujib on Aug 02, 2021Hindi
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I have the following SIPs every month since August 2017. Kindly advise if I should continue with existing schemes or switch to a better rated and better performing scheme. My time horizon is 10 years minimum.

1. HDFC Hybrid Fund - Direct - Growth - Rs. 3500/-

2. Principal Emerging Bluchip Fund - Direct - Half Yearly IDCW Paoput - Rs. 2500/-

3. ICICI Prudential Large & Midcap Fund - Direct - Half Yearly IDCW Payout - Rs. 3000/-

4. Kotak Flexicap Fund - Direct - IDCW Payout - Rs. 2500/-

5. Aditya Birla Sun Life Frontline Equity Fund -IDCW-Direct Plan - Rs. 3000/-

6. Aditya Birla Sun Life Flexicap Fund -IDCW-Direct Plan - Rs. 3500/-

Ans: These are better options:

1. CANARA ROBECO EQUITY HYBRID FUND - GROWTH

2. Axis ESG Equity Fund – Growth

3. Motilal Focused 25 Fund – Growth

4. ICICI Pru US Bluechip Equity Fund – Growth

5. UTI Flexi Cap fund – Growth

6. DSP Quant Fund – Growth

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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Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Aug 04, 2020

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SIP Details ongoing since last 4 years, should I continue with the same schemes or request your kind suggestion / advice. SIP amount of Rs.3000 per month in each of the MF. 1) Birla Sun Life Pure Value Fund - Growth 2) Canara Robeco Emerging Equities - Growth 3) DSP Black Rock Income Opportunities Fund - Growth 4) DSP Black Rock Small And Mid Cap Fund - Growth 5) Franklin India Prima Fund - Growth 6) Kotak Emerging Equity Scheme - Regular Plan - Growth 7) L&T Emerging Businesses Fund - Regular Plan - Growth 8) L&T India Value Fund - Regular Plan - Growth 9) SBI Magnum Midcap Fund - Growth 10) Sundaram Select Midcap – Growth
Ans:
Name of the Fund Category RankMF Star Rating Recommendations
Ramesh Koti      
1) Birla Sun Life Pure Value Fund – Growth Equity - Value Fund 1 switch to Axis ESG Fund  - Growth
2) Canara Robeco Emerging Equities – Growth Equity - Large & Mid Cap Fund 4 continue
3) DSP Black Rock Income Opportunities Fund - Growth (Dsp Credit Risk Fund - Regular Plan) Debt - Credit Risk Fund 2 Credit Risk funds to be avoided , instead Corporate Bond or Banking and PSU funds to be considered
4) DSP Black Rock Small And Mid Cap Fund - Growth      
Dsp Small Cap Fund - Regular Plan – Growth Equity - Small cap Fund 2 switch to Axis ESG Fund  - Growth
Dsp Midcap Fund - Growth Equity - Mid cap Fund 4 continue
5) Franklin India Prima Fund - Growth Equity - Mid Cap Fund 2 Switch to - Dsp Midcap Fund - Growth
6) Kotak Emerging Equity Scheme - Regular Plan - Growth Equity - Mid Cap Fund 3 Switch to - Dsp Midcap Fund - Growth
7) L&T Emerging Businesses Fund - Regular Plan - Growth Equity - Small cap Fund 2 switch to Axis ESG Fund  - Growth
8) L&T India Value Fund - Regular Plan – Growth Equity - Value Fund 2 switch to Axis ESG Fund  - Growth
9) SBI Magnum Midcap Fund - Growth Equity - Mid Cap Fund 2 Switch to - Dsp Midcap Fund - Growth
10) Sundaram Select Midcap – Growth Equity - Focused Fund 2 switch to Axis Focused 25 Fund  - Growth

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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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