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Omkeshwar Singh Answer |Ask - Follow

Head, Rank MF - Answered on May 06, 2022

Asked on - May 06, 2022Hindi

Money

I have SIPs in following funds. Please let me know if I need to do any change in investment. Investment horizon is 8-10 years for a corpus of Rs 30 lakh.

Axis Long Term Equity Fund Direct (G) -- Rs 4,000
SBI Focussed Equity Direct (G) -- Rs 4,000
HDFC Short Term Debt Fund -- Rs 4,000

Ans: These are good funds in their categories, ie ELSS, focused and short duration debt fund.

If the objective is growth and corpus creation, debt fund can be substituted with equity fund -- ie DSP Quant will be suitable.

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Omkeshwar Singh Answer |Ask - Follow

Head, Rank MF - Answered on Mar 18, 2021

Asked on - Mar 18, 2021Hindi

Money

I have following SIPs in MF. Please advise if I should continue with the same or you have any suggestions. Goal is to build corpus safely over 5-8 years.

1. Axis Long Term Equity Fund Direct Growth Rs 5000

2. HDFC Short Term Debt Fund Direct Growth Rs 5000

3. SBI Focussed Equity Fund Direct Growth Rs 5000

4. Aditya Birla Sunlife Frontline Equity Fund Direct Growth Rs 5000

Ans: Please continue with 1, 2 and 3; Axis Bluechip – Growth or UTI Master share -- Growth are better large cap funds.

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Omkeshwar Singh Answer |Ask - Follow

Head, Rank MF - Answered on Jan 30, 2020

Asked on - Jan 30, 2020Hindi

Money

I would like to know if I should continue with below MFs. And If I need to discontinue/add with any fund. Please suggest alternate funds. All funds I am investing since 3 years. Target is wealth creation in 8-10 years investment.

Axis Long Term Equity Fund: Rs 5000
Aditya Birla Sun life frontline equity fund: Rs 4000
HDFC Balanced Equity Fund: Rs 4000
Franklin India focused equity fund: Rs 2000

Rahul Kulkarni	Category	RankMF Star Rating
Axis Long Term Equity Fund: Rs5000	Equity - ELSS	5
Aditya Birla Sun life frontline equity fund: Rs4000	Equity - Large Cap Fund	4
HDFC Balanced Equity Fund: Rs4000	Equity - Multi Cap Fund	4
Franklin India focused equity fund: Rs2000	Equity - Focused Fund	2

Ans: You may please continue with 4 and 5 star schemes; for Equity - Focused Fund remaining below can be considered

Focused:

Axis Focused 25 – Growth
SBI Focused Equity Fund - Growth

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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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