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Abhishek
Abhishek
Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Sep 09, 2020

Asked on - Sep 09, 2020Hindi

Money
It is requested to please review my portfolio:

It Is To Mention That I Have A Goal For The Studies Of My 02 Children, My Retirement Plan Which Will Happen In Sept'2038 And All The Above Investments Are Made For 05yrs.

Besides This I Have Deposited Rs.10000/- At ELSS Which Will Mature In 2021:

1. Axis Long Term Equity Fund
2. ABSL Tax Relief 96 Fund-ELSS - Growth-DIR
3. Tata Equity P/EF Direct Plan-Growth
4. Tata India Tax Sav Fund Dir Pl Gr

Ans:
Name of the Fund Category Recommendations
Abhishek Srivastava    
Franklin India Feeder - Franklin U S Opportunities Fund - Direct – Growth  FoFs (Overseas) Continue
Kotak Std Multicap-Direct Plan Equity - Multi Cap Fund SmartSwitch to UTI Equity Fund - Growth
Invesco Mid cap Fund Equity - Mid Cap Fund  SmartSwitch to DSP Mid Cap
Parag Pareikh Long Term Equity Fund Equity - Multi Cap Fund Continue
L&T Emerging Opp. Fund-Series II - Dir. Div. (business) Equity - Small cap Fund SmartSwitch to Axis Small Cap Growth
L&T Infrastructure Fund Direct Plan – Growth  Equity - Sectoral Fund - Infrastructure SmartSwitch to UTI Equity Fund - Growth
ICICI Balanced Advantage Fund DP Growth Hybrid - Balanced Advantage Continue
ICICI Regular Gold SF (FOF) - DP Growth  FoFs (Domestic / Overseas ) - Gold Continue
SBI Equity Hybrid Fund Dir Growth  Hybrid - Aggressive Hybrid Fund Continue
Axis Focused 25 Fund  Equity - Focused Fund continue
Axis Bluechip Fund Equity - Large Cap Fund Continue
Axis Strategic Bond Fund STP  Debt - Medium Duration Fund Continue
Axis Small Cap Fund  Equity - Small cap Fund Continue
Axis Growth Opportunities Fund  Equity - Large & Mid Cap Fund Continue
Axis Small Cap Fund  Equity - Small cap Fund Continue
Axis Short Term Fund  Debt - Short Duration Fund SmartSwitch to Aditya Birla Sun Life Short Term Fund - Growth
Canara Robeco Emerging Equities Fund(G)  Equity - Large & Mid Cap Fund Continue
Mirae Asset Emerging Opportunities Fund (bluechip) Equity - Large & Mid Cap Fund Continue
1. Axis Long Term Equity Fund Equity - ELSS  Continue
2. ABSL Tax Relief 96 Fund-ELSS - Growth-DIR Equity - ELSS  Continue
3.  Tata Equity P/EF Direct Plan-Growth Equity - Value Fund Continue
4.  Tata India Tax Sav Fund Dir Pl Gr Equity - ELSS  SmartSwitch to Axis Long Term Equity - Growth
(more)
Money
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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