Omkeshwar Singh | Answer |Ask -Follow
Head, Rank MF - Answered on Aug 11, 2021
SIPs:
NAME OF MUTUAL FUND AMT INVESTED PER MONTH - (LONG TERM)
Axis Focused 25 - Growth - RS - 2,OOO /-
ICICI Prudential Focused Equity - Growth RS - 2,OOO /-
HDFC Top 100 - Growth RS - 2,OOO /-
Kotak Standard Multicap Fund - Growth RS - 2,OOO /-
L&T Midcap - Growth RS - 2,OOO /-
Motilal Oswal Multicap 35 - Growth RS - 2,OOO /-
LUMPSUM
NAME OF MUTUAL FUND AMT INVESTED LUMPSUM - (LONG TERM)
DSP Focus - Growth RS - 1 LAC (INVESTED IN APRIL 2016)
ICICI Pru Long Term Eq Fund ( Tax Sav) - Growth RS - 1 LAC (INVESTED IN APRIL 2016)
Kotak Bluechip Fund - Growth RS - 1 LAC (INVESTED IN APRIL 2016)
Nippon India DYNAMIC BOND FUND - Growth Plan RS - 1 LAC (INVESTED IN APRIL 2016)
Mirae Asset Focused Fund - Growth RS - 50K (INVESTED IN AUG 2019)
Mirae Asset Midcap Fund - Growth RS - 25K (INVESTED IN AUG 2019)
Post that, create a corpus for emergency fund that should be 6 month of monthly expenses.
Only post that investment is recommended.
Depending upon your cash flows, mode of investment can be SIPs or lumpsums; however, SIPs are recommended.
Existing funds are okay; for further investment Axis ESG Equity Fund – Growth or UTI Flexi Cap fund – Growth can be considered
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