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Head, Rank MF - Answered on Dec 20, 2019

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Question by Hemendra on Dec 20, 2019Hindi

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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.

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Head, Rank MF - Answered on Jan 17, 2020

Question by Vishal - Jan 17, 2020Hindi

I am an SIP investor in Mutual Funds from past 3 years and below are my SIP investments per month: Name of the Fund Category RankMF Star Rating 1) NIPPON INDIA TAX SAVER (ELSS) FUND - GROWTH PLAN Equity - ELSS 2 2) IDBI Equity Advantage Fund - Regular Plan - Growth Equity - ELSS 4 3) ADITYA BIRLA SUN LIFE TAX RELIEF 96 FUND - GROWTH Equity - ELSS 4 4) MOTILAL OSWAL LONG TERM EQUITY FUND - GROWTH Equity - ELSS 5 5) Mirae Asset Emerging Blue chip Fund - Regular Plan Growth Option Equity - Large & Mid Cap Fund 4 6) AXIS BLUECHIP FUND - GROWTH Equity - Large Cap Fund 4 7) SBI BLUECHIP FUND -REGULAR PLAN - GROWTH Equity - Large Cap Fund 3 8) LNT Emerging Business Fund - Regular Plan - Growth Option Equity - Small cap Fund 2 9) SBI SMALL CAP FUND REGULAR GROWTH Equity - Small cap Fund 3 10) MOTILAL OSWAL NASDAQ100 FUND OF FUND - REGULAR GROWTH FoFs (Overseas) 4

Ans: 4 and 5 star funds can be continued, rest to be reconsidered

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Small Cap:

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Head, Rank MF - Answered on Nov 20, 2019

Question by Nandkumar - Nov 20, 2019Hindi

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

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Head, Rank MF - Answered on May 25, 2021

Question by anindya - May 25, 2021Hindi
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Following are my investments: SBI Magnum Global Fund - Regular Plan – Growth (M0nthly) 2000.00 P.M SBI Focused Equity Fund Regular Growth (Monthly) 3000.00 P.M SBI Magnum Multicap Fund - Regular Plan – Growth (Monthly) 3000.00 P.M SBI Blue Chip Fund - Regular Plan – Growth (Monthly) 2000.00 P.M SBI Equity Hybrid Fund Regular Growth (Monthly) 3000.00 P.M SBI Dual Advantage Fund - Series XXVIII - Direct – (one time) 50000.00 SBI Equity Hybrid Fund Regular Growth (One Time) 150000.00 Please guide me.

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

Question by Anand - Jan 28, 2024Hindi
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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.

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See more questions »

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