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Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on May 12, 2021

Asked on - May 12, 2021Hindi

Please review my MF holdings and kindly advise me what are the funds i should retain/close and what new investments to make?

Fund Name Month/Year Amount Units
Thru Broker One Time      
Franklin India Equity Fund Div Reinvest  11/2004 10,000 3,141
Tata Large and Mid Cap Fund RP Div R.Invst (Formerly TEOD (D)) 11/2004 10,000 2,629
Nippon India (Reliance) Pharma Fund Div Reinvest 11/2004 10,000 2,593
Sundaram Bluechip Growth Fund - IPO  09/2020 25,000 2,499
Thru Broker SIP      
SBI Focussed Equity Fund Reg Growth 07/2012  2000/mth   
HDFC Mid Cap Oppurtunities Fund Reg Growth 07/2012  1000/mth   
Axis Bluechip Growth Fund Regular Growth 10/2020  4000/mth   
Canara Emerging Equity Fund Reg Growth  06/2019  2000/mth   
Mirae Emerging Bluechip Fund Reg Growth 06/2019  2000/mth   
Nippon India Small Cap Fund Reg Growth 06/2017  2000/mth   
HDFC Mid Cap Oppurtunities Fund Reg Growth 06/2017  1000/mth   
Birla Sunlife Pure Value Fund Reg Growth 06/2017  2000/mth   Stopped 11/ 2020 
L & T Emerging Business Fund Reg Growth 06/2017  2000/mth   Stopped 12/2020 
Direct Investments      
Quantum Long Term Equity Value Fund DP - Growth  05/2019 10,000  
Franklin India Flexi Cap (Formerly F.I. Equity) Fund - Direct Growth 07/2019 25,000  
Franklin India Banking & PSU Debt Fund - Direct -Growth 08/2019 75,000  
Franklin India Corporate Debt Fund Plan A - Direct - Growth 08/2019 25,000  
Franklin India Flexi Cap (Formerly F.I. Equity) Fund - Direct Growth 03/2020 25,000  
Ans: Too many funds for any meaningful long-term outperformance.

Continue with Tata large and mid-cap, SBI Focused Equity Fund, Axis Bluechip Growth Fund, Canara Emerging, Mirae Emerging,

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