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Ans: Hello,

Glad to know that our names are same. Secondly, you also have your financial goals mentioned which is really a good sign to more forward with structured investment and tracking of your investments.

Looking at your requirement, please find the below solution from my side.

1) I am supposing that both your goals are maturing in the same year after 15 years.

2) I am assuming the returns of 12% and i am assuming that the figure which you have mentioned is already inflation adjusted which is Rs 5 crore.

Based on this information and assumption, you should have SIP of Rs 1,07,000.

I would recommend to invest in following funds:

1) large & Midcap Fund- 25%
2) Midcap Fund- 25%
3) Flexicap Fund- 25%
4) First Small Cap Fund- 13%
5) Second Small Cap Fund- 12%

You can select any good fund in these categories and stick to it for long term until and unless there are not any major changes to the fund.

Remember one thing, investment is not about selecting the best funds but 95% success in fulfilling your financial goal is managing your emotions and behavior in your journey of wealth creation.

I hope this will help you... Happy Investing...

Disclaimer: This information is only for educational purpose and it should not be taken as buy or sell recommendation. I may or may not have any position in these mutual funds or stocks while answering this question.