Sir, I have the following investments.
Mutual Funds | Amount |
1) AXIS LONG TERM EQUITY FUND | 1750000 |
2) AXIS BLUE CHIP FUND | 250000 |
3) AXIS FOCUSED 25 FUND | 150000 |
4) ADITYA BIRLA SUN LIFE FLEXI | 190000 |
5) SBI LONG TERM ADVANTAGE FUND IV | 660000 |
6) AXIS RETIREMENT SABVINGS FUND | 850000 |
7) HDFC RETIREMENT SAVINGS FUND | 200000 |
8) KOTAK STANDRD MULTI CAP FUND | 200000 |
9) franklin india equity fund | 300000 |
10) axis multicap fund | 300000 |
11) L&T TAX ADVANTAGE FUND | 150000 |
These are the current nav.
Apart from this I have
SIP OF 15000/
Mutual Funds | Amount |
AXIS LONG TERM EQUITY FUND | 2500 X 4=10000 |
L&T TAX ADVANTAGE FUND | 2500 X 2=5000 |
I am 54 yr old and will be retiring from service by 2022 November.
I want to fix a swp of 50000/pm then onwrds.
Whether this investment will suffice for that.
Moreover do u think any chnge is needed in sip.