I am investing in following funds since 1 year. 1. Mirae Asset Midcap Reg-G - 4000, 2. UTI Value Opp Reg-G - 2500, 3. Axis Flexi Cap Reg-G -3000, 4. Franklin Build Ind Reg-G - 5000, 5. SBI Magnum MidCap Reg Fund-G - 3000. My Investment horizon...

Ulhas Joshi |25 Answers |Ask -Follow

Mutual Fund Expert - Answered on Mar 16, 2023

Question by Subhra on Mar 15, 2023

I am investing in following funds since 1 year. 1. Mirae Asset Midcap Reg-G - 4000, 2. UTI Value Opp Reg-G - 2500, 3. Axis Flexi Cap Reg-G -3000, 4. Franklin Build Ind Reg-G - 5000, 5. SBI Magnum MidCap Reg Fund-G - 3000. My Investment horizon are for 15 to 20 years. Let me know is this a good fund to continue and should I hold this fund or release it? Also let me know some good fund for 10 to 15 years where I can invest?

Ans: Hi Subhra, thanks for writing in. You are investing in good funds and can continue to invest in these.

Stepping up your investment amount every year by 10% or more will help you create a larger corpus.

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I’m 35 years old and I invest in following funds from last 2 years and can continue for next 25 years. Are these good funds and can I continue with it? Following funds are: Nippon small cap- 4000 Quant small cap- 4000 Kotak small cap - 4000 Tata small cap - 3000 PGMI Flexi cap – 3000

Ans: Thanks for sharing your current investments in MFs, KB Mishra.

Based on your age and your requirements, I can see that you are taking aggressive risks.

Regarding your question about whether the schemes are good or not, other than Tata Small Cap Fund, all funds can be invested for a long term of 25 years. Moreover, I can see that 80% of the investments are in small-cap categories.

Hence, I will suggest category-wise bifurcation.

You can reshuffle the current SIPs or start investing in mid-cap, large & mid-cap categories, etc.

Risk diversification is also required in your portfolio.

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I am 32 years old and I am investing monthly 50000 in below funds. For long term. Please let me know if the below funds are good to invest. Canara robeco bluechip equity fund - 20000 Axis Growth opportunities fund - 15000 Parag parekh flexi cap fund - 15000 Please suggest if I need to add or modify my investment.

Ans: Hi Nishant. Based on an analysis of your current investments, your investments appear to be in line with the market. As far as the portfolio is concerned, no modifications are needed.

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