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Ravindra

Omkeshwar Singh Answer |Ask - Follow

Head, Rank MF - Answered on Mar 17, 2020

Asked on - Mar 17, 2020Hindi

I HAVE BEEN INVESTING IN MUTUAL FUNDS FOR THE LAST SEVERAL YEARS BUT THE RETURNS HAVE NOT BEEN ENCOURAGING. I WOULD LIKE TO KNOW IF I AM INVESTING IN THE RIGHT FUNDS OR SHOULD I SHIFT TO OTHER MFs TO MAXIMISE MY RETURNS. GIVE BELOW IS MY CURRENT HOLDING OF MFs.

Fund name	Catgory	Star Rating
Ravindra Kumar
·Aditya Birla Sun Life Pure Value Fund -Growth -Direct Plan	Equity - Value Funds:	1
·Aditya Birla Sun Life Pure Value Fund -Growth -Regular Plan	Equity - Value Funds:	1
·Canara Rebeco Emerging Equities - Regular Growth	Equity - Large & Mid Cap Fund	4
·Franklin India Smaller Companies Fund - Growth	Equity - Small cap Fund	2
·HDFC Equity Fund - Regular Plan - Growth	Equity - Multi Cap Funds:	2
·HDFC Mid-Cap Opportunities Fund -Regular Plan Growth	Equity - Mid Cap Funds:	2
·ICICI Prudendial Banking and Financial Services Fund - Growth	Equity - Sectoral Fund - Banks & Financial Services	2
·Mirae Asset Focused Fund - Direct Plan - Growth	Equity - Multi Cap Funds:	2
·Mirae Asset Large Cap Fund - Direct Plan - Growth	Equity - Large Cap Funds:	4
·NIPPON INDIA MULTI CAP FUND- DIRECT GROWTH PLAN GROWTH OPTION	Equity - Multi Cap Funds:	2

Ans: You may continue with the 4 rated funds; however for others better alternatives are available

Equity - Multi Cap Funds:

- Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option

- JM Multicap Fund - Growth option

- UTI - Equity Fund-Growth Option

Equity - Mid Cap Funds:

- Motilal Oswal Midcap 30 Fund (MOF30)-Regular Plan-Growth Option

- DSP Midcap Fund - Regular Plan - Growth

Equity - Sectoral Fund - Banks & Financial Services:

- LIC MF BANKING AND FINANCIAL SERVICES FUND-REGULAR PLAN-GROWTH

- Tata Banking And Financial Services Fund-Regular Plan-Growth

- SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH

Equity - Small Cap Fund:Axis Small Cap Fund - Regular Plan - Growth

Equity - Large & Mid Cap Funds:

- BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth

- Canara Robeco Emerging Equities - Regular Plan - GROWTH

- Tata Large & Mid Cap Fund- Regular Plan - 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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