Name of the Fund | Category | RankMF Star Rating | Recommendations |
Varun | | | |
1. Parag parikh long term DG 3k | Equity - Multi Cap Fund | 5 | continue |
2. Icici bank. Adv. DG 3k | Hybrid - Balance Advantage | 5 | continue |
3. Mirae emerging DG 2k | Equity - Large & Mid Cap Fund | 3 | Switch to Canara Robeco Emerging Equities Regular -growth |
4. Axis bluechip DG 2k | Equity - Large Cap Fund | 3 | Switch to UTI MasterShare - Growth |
5. DSP midcap DG 2.5k | Equity - Mid cap Fund | 4 | continue |
6. Lnt focus DG 1k (L&t Focused Equity Fund Regular Plan - Growth | Equity - Focused Fund | 3 | switch to Axis Focused 25 Fund - Growth |
7. Kotak std multicap DG 1k | Equity - Multi Cap Fund | 2 | Switch to UTI Equity fund - Growth |
1. Lnt triple ace bond DG (50k profit switched from lnt hybrid equity fund before lockdown) | Debt - Corporate Bond Fund | 3 | Switch to ICICI PRUDENTIAL CORPORATE BOND FUND - GROWTH |
2. Lnt Hybrid equity 1.1 lakh (invested through sip now stopped) | Hybrid - Aggressive Hybrid Fund | 5 | continue |
3. Hdfc children gift fund RG 1.75 lakh (invested through sip now stopped) | (Not in RankMF) | | |
4. Mirae large cap RG 1 lakh | Equity - Large Cap Fund | 4 | Continue |
5. Iifl focus DG 50k (IIFL Focused Equity Fund -Regular Plan - Growth) | Equity - Focused Fund | 2 | switch to Axis Focused 25 Fund - Growth |
6. Axis small cap DG 50k | Equity - Small cap Fund | 2 | switch to Axis ESG Fund - Growth |