Home > Money > Question
Need Expert Advice?Our Gurus Can Help

I've Invested in Axis, Canara Robeco, PPFAS, and Motilal. Should I Stop?

Samraat

Samraat Jadhav  |2249 Answers  |Ask -

Stock Market Expert - Answered on Feb 05, 2025

Samraat Jadhav is the founder of Prosperity Wealth Adviser.
He is a SEBI-registered investment and research analyst and has over 18 years of experience in managing high-end portfolios.
A management graduate from XLRI-Jamshedpur, Jadhav specialises in portfolio management, investment banking, financial planning, derivatives, equities and capital markets.... more
Vishnu Question by Vishnu on Feb 05, 2025Hindi
Listen
Money

I have started investing in two blue chip funds in 2021-Axis and Canara Robeco.In 2023 I started investing PPFAS and in mid 2024 I have added motilal midcap as well. SIP in Axis has been stopped since an year now .

Ans: the magic of MF is seen after 5yrs if investing, stay invested
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.
Money

You may like to see similar questions and answers below

Ramalingam

Ramalingam Kalirajan  |8192 Answers  |Ask -

Mutual Funds, Financial Planning Expert - Answered on Apr 23, 2024

Listen
Money
I have SIP of Rs. 1,000/- p.m. in Canara Robeco Blue Chip Equity Fund and Axis Midcap Fund and SIP of Rs.2000/- pm in SBI Small Cap Fund for last one year. Please advice whether I shud continue in these funds or do I need to change the funds?
Ans: Your current SIPs seem to be diversified across large-cap, mid-cap, and small-cap funds, which is a good strategy for long-term growth. However, whether to continue with these funds or make changes depends on various factors:

Performance: Check the performance of these funds against their benchmarks and peers. Consistently underperforming funds might be a concern.
Fund Manager: Ensure the fund manager has a good track record and is experienced in managing the type of fund you're investing in.
Expense Ratio: Lower expense ratios can significantly impact your returns over the long term. Ensure you're not paying too much in fees.
Fund Strategy: Understand the investment strategy of the funds. Make sure it aligns with your risk profile and investment goals.
Market Conditions: Market conditions can influence the performance of different types of funds differently. Diversification helps, but sometimes a market shift might warrant a change in strategy.
Given that you've been investing for just a year, it might be premature to judge the funds solely based on performance. However, regular review is essential. If you find that these funds are not performing as expected or if there are changes in your financial goals or risk appetite, consider consulting a financial advisor to help you make informed decisions. Remember, investing is a long-term game, and patience is often rewarded.

..Read more

Latest Questions
Dr Dipankar

Dr Dipankar Dutta  |1093 Answers  |Ask -

Tech Careers and Skill Development Expert - Answered on Apr 05, 2025

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.

Close  

You haven't logged in yet. To ask a question, Please Log in below
Login

A verification OTP will be sent to this
Mobile Number / Email

Enter OTP
A 6 digit code has been sent to

Resend OTP in120seconds

Dear User, You have not registered yet. Please register by filling the fields below to get expert answers from our Gurus
Sign up

By signing up, you agree to our
Terms & Conditions and Privacy Policy

Already have an account?

Enter OTP
A 6 digit code has been sent to Mobile

Resend OTP in120seconds

x