Home > Money > Question
Need Expert Advice?Our Gurus Can Help
Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Dec 18, 2020

Mutual Fund Expert... more
Durgaprasad Question by Durgaprasad on Dec 18, 2020Hindi
Money

I am a 39 years old person, looking at building corpus in next 10-15 years by investing in MFs. As of now i am into the below SIPs. Kindly advise, whether i am on track or any suggestion.

Ans:
Name of the Fund Category RankMF Star Rating Recommendation
Durgaprasad Mohapatra
DSP Small Cap Fund  Equity - Small cap Fund 2 Better to consider Axis Small Cap Fund - Growth OR Kotak Small Cap Fund - Growth
UTI Children's Career Fund Solution oriented – Children’s’ Fund  3  Can Consider UTI Equity Fund - Growth
DSP Equity Opportunities Fund  Equity - Large & Mid Cap Fund 4 Please Continue
DSP Healthcare Fund Equity - Sectoral Fund - Pharma & Health Care 2 Book Profits and Can Consider DSP Mid Cap Fund - Growth
Canara Robecco Tax Saver Equity - ELSS 4 Please Continue
Mirae Asset Emerging Bluechip Fund Equity - Large & Mid Cap Fund 4 Please Continue
SBI Gold Fund FoFs (Domestic / Overseas ) - Gold 4 Please Continue
SBI Focussed Equity Fund  Equity - Focused Fund 4 Please Continue
DSP US Flexible Equity Fund FoFs (Overseas) 5 Please Continue
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.
Money

You may like to see similar questions and answers below

Omkeshwar

Omkeshwar Singh  | Answer  |Ask -

Head, Rank MF - Answered on Apr 05, 2022

Listen
Money
I hv just started my investment in MFs. I am 24yrs and want to make a corpus of Rs. 3 to 4 Cr by investing in MFs in 20 to 25 yrs. Pls guide me how can I achieve my target. DSP MID CAP Rs 5KCANARA ROBECO EMERGING (R) G Rs 5K AXIS MID CAP Rs 3K SBI FOCUSED EQUITY (R) G Rs 5K ICICI PRU FLEXICAP G Rs 5K AXIS ESG FUND Rs 10K I CAN ALSO INVEST IN LUMP SUM OF RS. 2.00LAC. Looking forward to your advice. Omkeshwar Singh Please continue and yes you may invest Rs. 2 lakh as lump sum proportionally in all the above funds. Abhsihek Sarin: This is in regards to your Ask MF Guru section on Rediff.com. Requesting your advice on and review of the following investments. I have recently started a mutual fund portfolio at age 25, with monthly SIPs totalling Rs 8500, and targeting a total monthly investment of Rs 10000. The mutual funds I have currently invested in are: Aditya Birla Sun Life Corporate Bond Fund Direct Growth - Rs 3000 monthly SIP Mirae Asset Tax Saver Fund Direct Growth - Rs 1500 monthly SIP Axis Small Cap Find Direct Growth - Rs 1500 monthly SIP ICICI Prudential Technology Direct Plan Growth - Rs 2500 monthly SIP Risk appetite is very high; annual step up is targeted at 15% and the aim is to achieve Rs 1cr corpus in 15 years from today i.e. age 40. Please review the above investments, and also suggest a moderate risk mutual fund to invest the remaining Rs 1500.
Ans: Portfolio is fine and it's good that you have started investing early. For moderate risk you may look at hybrid funds in balanced advantage category.

(more)
Latest Questions
DISCLAIMER: The content of this post by the expert is the personal view of the rediffGURU. Investment in securities market are subject to market risks. Read all the related document carefully before investing. The securities quoted are for illustration only and are not recommendatory. Users are advised to pursue the information provided by the rediffGURU only as a source of information and as a point of reference and to rely on their own judgement when making a decision. RediffGURUS is an intermediary as per India's Information Technology Act.

Close  

You haven't logged in yet. To ask a question, Please Log in below
Login

A verification OTP will be sent to this
Mobile Number / Email

Enter OTP
A 6 digit code has been sent to

Resend OTP in120seconds

Dear User, You have not registered yet. Please register by filling the fields below to get expert answers from our Gurus
Sign up

By signing up, you agree to our
Terms & Conditions and Privacy Policy

Already have an account?

Enter OTP
A 6 digit code has been sent to Mobile

Resend OTP in120seconds

x