How do I know my old investments made to save tax over a period of a decade as mutual funds are sending only in the form of common letters which are not available due to mobility of my postings.

Ans: Since these are very old shares, and there was a subsequent regulation of grandfathering for shares bought before January 31, 2018; you would not need the actual purchase rate, but the grandfathered price.To find this price, you can do a web search and get the price as of this date and use it as the purchase price.

Ans: Sell Nagarjuna, Supreme and Reliance Communications, all others hold for long term.

Disclaimer: Investments in securities are subject to market RISKS. Read all the related documents carefully before investing. Please consult your appointed/paid financial adviser before taking any decision. The securities quoted are for illustration only and are not recommendatory. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

Ans: Accessing Historical Asset Allocation Data of Mutual Funds
To view the historical asset allocation of mutual funds, such as the HDFC Flexi Cap Fund's percentage in large-cap, mid-cap, and small-cap over the last 10 years, follow these steps:

1. Mutual Fund Distributor (MFD)
Contact Your MFD:

Professional Guidance: Reach out to your Mutual Fund Distributor (MFD). They can provide detailed historical data and analysis.
Detailed Reports: MFDs have access to comprehensive tools and resources to generate historical asset allocation reports.
Personalized Assistance: MFDs can offer insights tailored to your investment needs.
2. Mutual Fund Websites
Visit the Fund House Website:

Fund Factsheets: Fund houses often publish monthly factsheets on their websites. These documents provide asset allocation details, though historical data might be limited.
Annual Reports: Check annual reports for detailed historical performance and asset allocation data.
3. Financial Websites and Portals
Use Financial Websites:

Morningstar: Morningstar offers detailed analysis, including historical asset allocation. Create an account and search for HDFC Flexi Cap Fund to access detailed reports.
Value Research Online: Value Research provides comprehensive mutual fund data, including historical asset allocation. Search for the specific fund and check the "Portfolio" or "Holdings" sections.
4. SEBI and AMFI Websites
Regulatory Websites:

SEBI: The Securities and Exchange Board of India (SEBI) regulates mutual funds and may have historical data.
AMFI: The Association of Mutual Funds in India (AMFI) provides information and links to fund house websites where you can find relevant data.
5. Direct Contact with Fund House
Contact HDFC Mutual Fund:

Customer Service: Reach out to HDFC Mutual Fund's customer service for historical data requests. They can provide detailed information or guide you to the relevant resources.
Email Requests: Send an email request for historical asset allocation data.
6. Investment Research Tools
Subscription-Based Services:

Bloomberg Terminal: Provides in-depth historical data and analysis, including asset allocation.
Reuters Eikon: Another professional tool offering detailed historical mutual fund data.
Steps to Request Data from MFD
Identify Your MFD: If you don't already have an MFD, choose one based on recommendations or online reviews.

Provide Fund Details: Share the specific mutual fund name and the type of historical data you need.

Request Reports: Ask your MFD to generate and share reports showing the historical asset allocation percentages.

Discuss Insights: Review the data with your MFD to understand trends and make informed investment decisions.

Conclusion
Historical asset allocation data is crucial for evaluating a mutual fund's consistency and strategy. Contacting your Mutual Fund Distributor (MFD) is the most reliable way to get detailed and accurate information. Utilize online resources and financial portals for additional insights.

Best Regards,

K. Ramalingam, MBA, CFP,

Chief Financial Planner,

www.holisticinvestment.in