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

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Dec 20, 2019

Mutual Fund Expert... more
Hemendra Question by Hemendra on Dec 20, 2019Hindi
Listen
Money

These are the funds I invest in since last 20 months. All are direct growth:

Name of the Fund Category RankMF Star Rating
1. Axis Bluechip Fund Equity - Large Cap Fund 4
2. Axis Focused 25 Fund Equity - Focused Fund 5
3. ABSL Focused Equity Fund Equity - Focused Fund 4
4. ABSL Equity Fund Equity - Multi Cap Fund 4
5. SBI Small Cap Fund Equity - Small cap Fund 2
6. Nippon India Small Cap Fund Equity - Small cap Fund 2

Ans:

Small Caps:

  • Kotak Small Cap
  • Axis Small Cap
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

Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Nov 20, 2019

Money
Details of my mutual fund portfolio are as under: Name of the Fund Category RankMF Star Rating Axis Blue Chip Mutual Fund Equity - Large Cap Fund 5 Axis Midcap Fund Growth Equity - Midcap Fund 4 CanaraRobeco Equity Diversified Fund Regular Growth Equity - Multi Cap Fund 4 DSP Small Cap Fund Regular Growth Equity - Small cap Fund 2 HDFC Midcap opportunities Fund Growth Equity - Midcap Fund 3 ICICI Prudential Exports and Services Fund Growth Equity - Sectoral Fund - Service Industry 2 IDFC Multi cap Fund Regular Growth Equity - Multi Cap Fund 4 L&T Equity Fund Regular Growth Equity - Multi Cap Fund 4 L&T India Value Fund Regular Growth Equity - Value Fund 3 Nippon India Multicap Fund  Equity - Multi Cap Fund 2 SBI Blue Chip Fund Equity - Large Cap Fund 4 SBI Consumption opportunities Fund Regular Growth Equity - Sectoral Fund - FMCG 3 SBI Focussed Equity Fund Regular Growth Equity - Focused Fund 4
Ans:

All 5 and 4 star rated funds can be continued, rest can be replaced by the funds below in their respective categories.

Large cap Suitable option considering quality and value for money at present levels is Mirae Asset Large Cap Fund

Large and Midcap Suitable option considering quality and value for money at present levels is Kotak Equity opportunity.

Midcap: Suitable option considering quality and value for money at present levels is DSP Midcap and Axis Midcap

Multicap: Suitable options considering quality and value for money at present levels are UTI Equity Fund, Axis Multicap, Motilal Oswal Multicap 35

Focused: Suitable options considering quality and value for money at present levels are Axis Focused 25 and Motilal Oswal Focused 25

Small cap: Suitable options considering quality and value for money at present levels are Kotak Small Cap and Axis Small Cap

..Read more

Ramalingam

Ramalingam Kalirajan  |6508 Answers  |Ask -

Mutual Funds, Financial Planning Expert - Answered on May 03, 2024

Listen
Money
Hi Vivek my name is Anand and Iam 48 yrs old. I am investing monthly 32165/- in the following funds. DAY AMT SCHEME 1 1000 SBI Small Cap Fund-Direct-Growth 2 1000 Kotak Emerging Equity Fund - Direct Plan - Growth 1000 DSP Midcap Fund-Direct-Growth 1000 Mirae Asset Large Cap Fund Direct Plan Growth 1000 BANDHAN Sterling Value Fund-Growth-(Direct Plan) 6 7 1000 SBI Small Cap Fund-Direct-Growth 8 9 1250 Kotak Emerging Equity Fund - Direct Plan - Growth 10 1250 Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth 11 1250 DSP Midcap Fund-Direct-Growth 12 1250 Mirae Asset Large Cap Fund Direct Plan Growth 13 1000 BANDHAN Sterling Value Fund-Growth-(Direct Plan) 14 15 1000 SBI Small Cap Fund-Direct-Growth 16 1250 Kotak Emerging Equity Fund - Direct Plan - Growth 17 1250 DSP Midcap Fund-Direct-Growth 18 1250 Mirae Asset Large Cap Fund Direct Plan Growth 19 1000 BANDHAN Sterling Value Fund-Growth-(Direct Plan) 20 1250 Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth 21 1000 SBI Small Cap Fund-Direct-Growth 22 23 24 1000 Kotak Emerging Equity Fund - Direct Plan - Growth 25 1000 DSP Midcap Fund-Direct-Growth 26 1000 SBI Small Cap Fund-Direct-Growth 27 1000 BANDHAN Sterling Value Fund-Growth-(Direct Plan) 28 1000 Mirae Asset Large Cap Fund Direct Plan Growth I am planning for next 10 years and how much corpus can I get after 10 years.
Ans: Anand! It's great to see your commitment to investing for the future. Planning for the next 10 years is a wise move, and with your regular investments in diversified mutual funds, you're on the right track to building a substantial corpus.

To estimate the potential corpus after 10 years, we need to consider several factors such as the expected average annual return rate of the funds, any additional contributions you may make, and the compounding effect of your investments over time.

Since you've invested in a mix of small-cap, mid-cap, large-cap, and value funds, it indicates a diversified approach aimed at optimizing returns while managing risk.

To provide a precise estimate, it's advisable to use a mutual fund calculator or consult a financial advisor. They can input the specific details of your investments, including the current value, expected returns, and future contributions, to forecast the potential corpus after 10 years.

Remember, while forecasting future returns is essential for planning, it's equally crucial to stay invested consistently, review your portfolio periodically, and make adjustments as needed to stay aligned with your financial goals and risk tolerance.

Keep up the disciplined approach to investing, and you'll likely see your investments grow significantly over the next decade.

..Read more

Latest Questions
Anu

Anu Krishna  |1186 Answers  |Ask -

Relationships Expert, Mind Coach - Answered on Oct 05, 2024

Asked by Anonymous - Oct 02, 2024Hindi
Listen
Relationship
Hi Madam. I am married from last one and half years now, there has been numerous fights in between small and big ones both. In between this time I have become a mother, and, my baby is 7 months old now. My husband does nothing, did nothing in past one and half years. He is only occupied with his work all the time, he goes to office everyday mostly. Right now my baby is 7 months old and from last 7 months me and my parents are taking care of the baby. And, he absolutely shows no understanding when it comes to looking after the baby. Am also a working person. Moreover I pay all the bills when it comes to getting household stuff, paying rent, all the expenses related to baby. He is so shameless that he just doesn’t care too, when I pick these topics or raise concerns about handling the baby he gets abusive. I am not sure what to do now! How insensible can a person get if no one sees my husband would never feel that person like him exist in this world. I feel like filing a divorce petition now. He was the one who wanted to have baby so soon. I was never ready. Now when I have the baby I am the only person along with my parents and sister looking after the baby.
Ans: Dear Anonymous,
Your husband wants a family without responsibilities and that's why neither is he interested in the baby nor in paying the bills...This is not just insensitivity but lack of emotional immaturity and the unwillingness to take on responsibilities head on...Approach a senior male member within the family who is someone that has been a role model to others in terms executing family responsibilities and is also caring and affectionate. This person can appeal to your husband and talk some sense into him.

If there's no one that fits the bill, the only option is to go to a professional for Couples Therapy. There's a reason why your husband avoids his duties as a husband and father and that needs to be uncovered and sorted out. It will also help the two of bond and connect better. Make this attempt before jumping into divorce; separating is a whole different world that comes with its own set of challenges and with the baby now in the picture, work at the marriage and putting things together.

All the best!
Anu Krishna
Mind Coach|NLP Trainer|Author
Drop in: www.unfear.io
Reach me: Facebook: anukrish07/ AND LinkedIn: anukrishna-joyofserving/

...Read more

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.
  • Video Reply
  • Audio Reply
  • WhatsApp
  • Facebook
  • Twitter
  • Copy link
  • Delete
x