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Omkeshwar Singh | Answer |Ask -Follow

Head, Rank MF - Answered on Jan 30, 2020

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Question by Rahul on Jan 30, 2020Hindi

I would like to know if I should continue with below MFs. And If I need to discontinue/add with any fund. Please suggest alternate funds. All funds I am investing since 3 years. Target is wealth creation in 8-10 years investment.

Axis Long Term Equity Fund: Rs 5000

Aditya Birla Sun life frontline equity fund: Rs 4000

HDFC Balanced Equity Fund: Rs 4000

Franklin India focused equity fund: Rs 2000

Rahul Kulkarni Category RankMF Star Rating

Axis Long Term Equity Fund: Rs5000 Equity - ELSS 5

Aditya Birla Sun life frontline equity fund: Rs4000 Equity - Large Cap Fund 4

HDFC Balanced Equity Fund: Rs4000 Equity - Multi Cap Fund 4

Franklin India focused equity fund: Rs2000 Equity - Focused Fund 2

Ans: You may please continue with 4 and 5 star schemes; for Equity - Focused Fund remaining below can be considered

Focused:

Axis Focused 25 – Growth
SBI Focused Equity 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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Head, Rank MF - Answered on Sep 08, 2021

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Head, Rank MF - Answered on Feb 15, 2022

Question by David - Feb 15, 2022Hindi

I am 52 years old and I am investing in below MFs. Please suggest if need to changes 1) SBI Focus fund - 10,000 2) SBI Technology fund - 10,000 3) SBI Banking and finance fund - 10,000 4) SBI Flexi cap - 10,000 5) SBI health care - 10,000 6) AXIS Blue chip fund direct - 10,000 7) AXIS Flexi cap - 10,000 8) AXIS Small Cap - 10,000 9) AXIS Mid Cap - 10,000 10) AXIS Global Fund of Fund - 10,000 11) AXIS ESG Equity - 10,000 12) AXIS Special Situation Fund - 10,000 13) HDFC Small cap - 10,000 14) ICICI Banking and Finance - 10,000 15) Nippon Banking and Finance - 5,000 16) Nippon Health Care - 15,000 17) L&T Emerging Business Fund - 10,000 Below SIP I want to stop 1) AXIS Long tern Equity Fund ELSS - 13,000 2) Birla Sun Life Tax saving 96fund ELSS - 10,000

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Head, Rank MF - Answered on Nov 20, 2019

Question by Rajesh - Nov 20, 2019Hindi

I have invested my money in MF and I am continuing for last couple of years but am not seeing good growth so kindly advise me whether I should continue with same funds or switch over to some other fund. The funds are: 1. Aditya Birla Sun Life Equity Advantage Fund – Gr: Monthly 1500 2. DSP Midcap Fund - Reg Gr: Monthly 2000 3. HDFC Taxsaver – Gr: Monthly 1500 Also I have invested in SBI Midcap Fund Gr -- 70K for last 4 years so I would like to know whether I should be keeping in the same fund or change the fund.

Ans:

Name of the Fund	Category	RankMF Star Rating
Aditya Birla Sun Life Equity Advantage Fund – Gr	Equity - Large & Midcap Fund	4
DSP Midcap Fund - Reg Gr	Equity - Midcap Fund	4
HDFC Taxsaver– Gr	Equity - ELSS	3

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Midcap: Suitable options considering quality and value for money at present levels are Motilal Oswal Midcap 30, DSP Midcap and Axis Midcap

ELSS: Suitable options considering quality and value for money at present levels are Axis Long Term Equity Fund Growth and Motilal Oswal long term Equity - Growth

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Head, Rank MF - Answered on Dec 20, 2019

Question by Venkat - Dec 20, 2019Hindi

I have been investing in the following MF for the last more than five years. Kindly let me have your opinion. Name of the Fund Category RankMF Star Rating HDFC Equity Fund Equity - Multi Cap Fund 4 HDFC Capital Builder Equity - Value Fund 3 HDFC Midcap Opportunities Equity - Midcap Fund 3 ABSLFrontline Equity Fund Equity - Large Cap Fund 4 ABSL - MNC Fund Equity - Thematic Fund - MNC 4 ABSL Equity Fund Equity - Multi Cap Fund 4 HDFC Low Duration Fund Debt - Low Duration Fund 2 ABSL Savings Fund Debt - Ultra Short Duration Fund 5 ICICI prudential Value Discovery Fund Equity - Value Fund 2 ICICI Asset Allocator Hybrid - Multi Asset Allocation 4

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Equity Value Funds: (4-Star rated):

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Midcaps: Suitable options considering quality and value for money at present levels are:

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Rahul Kulkarni	Category	RankMF Star Rating
Axis Long Term Equity Fund: Rs5000	Equity - ELSS	5
Aditya Birla Sun life frontline equity fund: Rs4000	Equity - Large Cap Fund	4
HDFC Balanced Equity Fund: Rs4000	Equity - Multi Cap Fund	4
Franklin India focused equity fund: Rs2000	Equity - Focused Fund	2