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Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Sep 04, 2020

Asked on - Sep 04, 2020Hindi

Money
Following are my (Rakesh) and my brother (Bhushan) mutual fund investments.

A) Ongoing sip in following scheme in my name and my brother name since August 2019 of rs 4000 per month.

Mine Sip

Axis midcap fund RP growth
Canrobeco emerging equity RP G
Franklin smaller companies fund RP G
L&T emerging business fund RP G
Tata multicap fund RP G

Brother’s sip

Axis small cap fund RP g
Invesco india multi cap fund RP g
Nippon india multi cap fund RP g
Pricipal emerging bluechip fund RP g
Tata midcap fund RP g

B) following sip of rs 2000 per month started in mid2016 but stopped in mid 2019. What should I do?

Mine

Franklin india prima fund RP g
Motilal Oswal multicap 35 fund RP g
Nippon india gold saving fund RP g
Nippon india multi cap fund RP g
Franklin india equity fund RP g
Hdfc hybrid equity fund RP g

Brother

DSP tax saver fund RP g
Franklin india tax shield growth RP g
Hdfc midcap opportunities fund RP g
Icici value discovey fund RP g
Nippo india focussed equity fund RP g

C) lumsum investment in following scheme

Mine

Canrobeco bule chip equity fund direct g
Motilal Oswal s&p 500 index fund d g nfo
Nippon india small cap fund RP g
UTI focussed equity fund series IV D G nfo closed ended
PGIM ultra short term fund d g
UTI value opportunities fund d g
Hdfc equity fund d g
Hdfc midcap opportunities fund d g
L& T large cap fund d g
L&T india TAX Advantage fund d g
Aditya Birla small cap fund d g
Sbi magnam multicap fund d g
Tata equity PE FUND d g

Brother

Axis bluechip fund d g
Nippon india small cap fund RP g
Hfdc infrastructure fund RP g
Hdfc tax saver fund
Hdfc top 100 fund d g
Hdfc small cap fund d g
Hdfc balanced advantage fund d g
Kotak tax saver fund d g
L& T value fund d g
L&T emerging business fund series I d g
Aditya Birla tax relief 96 fund d g
Aditya Birla pure value fund d g
Tata india tax saver fund d g

Please suggest me to continue in the above scheme, continue my ongoing sip or change my above scheme, sip.

Ans:
Name of the Fund Category Recommendations
CS Rakesh Kankariya    
Axis midcap fund RP growth Equity - Mid Cap Fund Continue
Canrobeco emerging equity RP G Equity - Large & Mid Cap Fund Continue
Franklin smaller companies fund RP G Equity - Small cap Fund Continue
L&T emerging business fund RP G Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
Tata multicap fund RP G Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Axis small cap fund RP g Equity - Small cap Fund Continue
Invesco india multi cap fund RP g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Nippon india multi cap fund RP g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Pricipal emerging bluechip fund RP g Equity - Large & Mid Cap Fund Continue
Tata midcap fund RP g Equity - Mid Cap Fund Continue
Franklin india prima fund RP g Equity - Mid Cap Fund SmartSwitch to DSP Mid Cap
Motilal Oswal multicap 35 fund RP g Equity - Multi Cap Fund Continue
Nippon india gold saving fund RP g FoFs (Domestic / Overseas ) - Gold Continue
Nippon india multi cap fund RP g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Franklin india equity fund RP g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Hdfc hybrid equity fund RP g Hybrid - Aggressive Hybrid Fund SmartSwitch to Canara Robeco Equity Hybrid Fund 
DSP tax saver fund RP g Equity - ELSS SmartSwitch to Axis Long Term Equity - Growth
Franklin india tax shield growth RP g Equity - ELSS SmartSwitch to Axis Long Term Equity - Growth
Hdfc midcap opportunities fund RP g Equity - Mid Cap Fund Continue
Icici value discovey fund RP g Equity - Value Fund SmartSwitch to UTI Value Fund
Nippo india focussed equity fund RP g Equity - Focused Fund SmartSwitch to Axis Focused 25 G
Canrobeco bule chip equity fund direct g Equity - Large Cap Fund SmartSwitch to Axis Bluechip fund -Growth
Motilal Oswal s&p 500 index fund d g nfo Equity - Thematic Fund - Global Continue
Nippon india small cap fund RP g Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
UTI focussed equity fund series IV D G nfo closed ended Close Ended Fund Close Eded Fund
PGIM ultra short term fund d g  Debt - Ultra Short Duration Fund SmartSwitch to Aditya Birla Sun Life Savings Fund - Growth
UTI value opportunities fund d g Equity - Value Fund Continue
Hdfc equity fund d g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Hdfc midcap opportunities fund d g Equity - Mid Cap Fund Continue
L& T large cap fund d g Equity - Large Cap Fund SmartSwitch to Axis Bluechip fund -Growth
L&T india TAX Advantage fund d g Equity - ELSS SmartSwitch to Axis Long Term Equity - Growth
Aditya Birla small cap fund d g Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
Sbi magnam multicap fund d g Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Tata equity PE FUND d g Equity - Value Fund Continue
Axis bluechip fund d g Equity - Large Cap Fund Continue
Nippon india small cap fund RP g Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
Hfdc infrastructure fund RP g Equity - Sectoral Fund - Infrastructure SmartSwitch to UTI Equity Fund - Growth
Hdfc tax saver fund Equity - ELSS SmartSwitch to Axis Long Term Equity - Growth
Hdfc top 100 fund d g Equity - Large Cap Fund SmartSwitch to Axis Bluechip fund -Growth
Hdfc small cap fund d g Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
Hdfc balanced advantage fund d g Hybrid - Balanced Advantage SmartSwitch to ICICI Prudential Balanced Advantage Fund
Kotak tax saver fund d g Equity - ELSS SmartSwitch to Axis Long Term Equity - Growth
L& T value fund d g Equity - Value Fund SmartSwitch to UTI Value Fund
L&T emerging business fund series I d g Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
Aditya Birla tax relief 96 fund d g Equity - ELSS  Continue
Aditya Birla pure value fund d g Equity - Value Fund SmartSwitch to UTI Value Fund
Tata india tax saver fund d g Equity - ELSS  SmartSwitch to Axis Long Term Equity - 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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