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Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Apr 11, 2022

Asked on - Apr 11, 2022Hindi

Money
Hope you are doing well. I read your article regarding mutual funds and wanted to check if I continue to invest in them or replace any/few of those. I started a year ago and planning to invest for another 10-15 years.

I am currently having monthly SIP (51K total) from a year and half for following funds.

Fund Plan Amount Invested
1. Aditya Birla Sun Life Pure Value Fund Growth Rs. 5000
2. Kotak Flexi cap Fund Growth Rs. 5000
3. Canara Robeco Emerging Equities Regular Plan - GROWTH Rs. 5000
4. HDFC Top 100 Fund Growth Option Rs. 5000
5. Parag Parikh Flexi Cap Fund Regular Plan - Growth Rs. 4000
6. ICICI Prudential Focused Equity Fund Growth Rs. 3000
7. ICICI Prudential Bluechip Fund Growth Rs. 4000
8. Nippon India Large Cap Fund Growth Plan -Growth Option Rs. 5000
9. Axis Small Cap Fund Regular Plan - Growth Rs. 4000
10. ICICI Prudential Smallcap Fund Growth Rs. 3000
11. SBI Small Cap Fund Regular Plan - Growth Rs. 5000
12. Nippon India Pharma Fund Growth Plan-Growth Rs. 3000

I am also having lump sum of 50,000 in HDFC Hybrid Equity Fund - Growth.

I want to add another 8-10K in SIP. Can you please few additional funds for the same? Your review and feedback will be very appreciable. Thank you for your time and have a nice day.

Ans: Funds are decent, however there are too many in your portfolio. These funds may be considered for additional investment.

Fund Plan
DSP Focused Fund Growth
UTI Flexi Cap Fund Growth
Samco Flexi Cap Fund Growth
Parag Parekh Flexi Cap Fund Growth
(more)
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.

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