Axis ELSS Tax Saver Fund- Growth- Rs 5000 per month fixed SIP
Axis Focussed 25 fund- Regular Growth- Rs 5000 per month fixed SIP
HDFC Capital Builder Value Fund- Regular Plan- Growth- Rs 1000 per month fixed SIP
Kotak Small Cap Fund- Growth- Rs 1000 per month fixed SIP
Mirae asset ELSS Tax Saver Fund- Regular Plan- Rs 500 per month fixed SIP
Nippon India Large Cap Fund- Growth Plan- Lumpsum per month around Rs 15,000
Dear Sir,
Above are my Mutual Fund investments. Apart from this I additionally invest in PPF (Rs 1,50,000) per annum and ETFs as well. I have additional Rs 20-25,000 to spare to invest in MFs. Kindly analyse my portfolio and suggest some MFs for me to invest. I have 22 years of service left and want an amount of Rs 10 crores or more at the time of my retirement.
Regards- Ashish
Ans: Stop your SIP in Axis and convert that in a Large and Midcap fund, increase your SIP amount to 10000 in Kotak Small cap and add 5k in pure midcap fund and other 5k in a bluechip fund. All this is till your Retirment.
