I am 40 years of ae and I invest in Mutual Fund like Franklin, mirae asset, uti,sbi magnum. Kindly let me know whether is fund is going good. Shall i hold or release. Also plz let me know some more good MF fund

Ans: Please continue; these are decent funds

Ans: We don't know your risk appetite and goals but by the looks of your investments, we believe you have a long term horizon couple with aggressive risk profile. Last couple of months have seen fair value emerging in Midcap and Smallcap segment. Therefore, its a good time to exit your laggards. While the other two can be continued, Axis Midcap Fund can be replaced. The AMC is going through a lot of changes and while some of the funds have made a strong comeback, its risk-adjusted returns remains on the lower side.

Ans: Hello,
Assuming you are a long term investor, you can change FOF to a mid cap fund. Other categories of funds looks okay

Please note that these suggestions are based on your stated goals and the information you provided. It is always a good idea to consult with a financial advisor in person to better understand your risk tolerance, time horizon, and specific financial goals.

Ans: It's great that you're investing in mutual funds for your future financial goals! Let's review your current mutual fund portfolio and make some suggestions:

SBI Small Cap, SBI Focused Equity, and SBI Blue Chip Fund:
SBI Funds are reputable and have a track record of performance. However, it's essential to review their performance periodically to ensure they continue to meet your investment objectives.
Nippon India Small Cap and Quant Small Cap Fund:
Small-cap funds can offer high growth potential but also come with higher risk. Ensure you have a long-term investment horizon and the risk tolerance to withstand market volatility.
Parag Parikh Flexi Cap:
Flexi-cap funds provide flexibility to invest across market caps. Parag Parikh Flexi Cap Fund is known for its diversified portfolio and focus on quality stocks. It's a good choice for long-term wealth creation.
Suggestions:

Review Performance: Periodically review the performance of your mutual funds to ensure they align with your investment goals and risk tolerance.
Diversification: Consider diversifying your portfolio further by adding funds from different fund houses or investing in different asset classes like debt or international funds.
Regular Monitoring: Keep an eye on the performance of your funds and make adjustments as needed. If any fund consistently underperforms its benchmark or peers, consider replacing it with a better-performing alternative.
Consult a Financial Advisor: Consider consulting a Certified Financial Planner for personalized advice tailored to your financial goals, risk tolerance, and investment horizon. A professional can help optimize your portfolio and ensure it remains aligned with your objectives.
Overall, your mutual fund portfolio seems well-diversified, but it's essential to monitor its performance regularly and make adjustments as needed to stay on track towards your long-term financial goals. Keep up the good work and continue investing systematically for your future!