Mohit 6161 - Rediff Gurus

I am 35 years old and working with a PSB. I have recently started investing in mutual funds. My present portfolio details are as below. Please advise on any change if required in my portfolio with objective of investment for long term.

Name of Fund	Present Value	SIP Amount
1. Axis Long Term Equity	30000	2000
2. Edelweiss Balanced Advantage	10000	2000
3. HDFC Small Cap	11000
4. ICICI Pru Equity & Debt	25000	1000
5. ICICI Pru US Bluechip	10000
6. Kotak Asset Allocator Fund	10000	2000
7. Parag Parikh Flexi Cap	20000	2000
8. SBI Nifty Index	22500	1000

Ans: Please continue with 1, 2, 5, 6, 7 & 8

Axis Small Cap / Kotak Small Cap are better Small Cap options

Axis Equity Hybrid or Canara Robeco Equity hybrid are better aggressive hybrid funds

Tim: My mutual fund schemes are as below. Please advise which funds I should continue / discontinue

Mutual Fund Scheme Start Date Frequency

1. NIPPON INDIA MULTI CAP FUND - GROWTH PLAN GROWTH OPTION
10-01-2014 Monthly

2. ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth
07-06-2015 Monthly

3. UTI Unit Linked Insurance Plan - 15 Year - Regular Plan
07-06-2017 Monthly

4. Aditya Birla Sun Life Tax Relief'96 Fund-
07-07-2017 Monthly

5. SBI Blue Chip Fund - Direct Plan - Growth
15-07-2017 Monthly

6. Tata Digital India Fund Direct-Growth
10-07-2018 Monthly

7. ICICI Prudential Value Discovery Fund - Direct Plan - Growth
07-10-2018 Monthly

8. Tata Small Cap Fund - Direct Plan - Growth
12-11-2018 One time

9. ICICI Prudential India Opportunities Fund Direct Plan Growth
28-12-2018 One time

10. Franklin Build India Fund - Direct-GROWTH Plan
10-06-2019 Monthly

Mutual Fund Scheme	Start Date	Frequency
1. NIPPON INDIA MULTI CAP FUND - GROWTH PLAN GROWTH OPTION	10-01-2014	Monthly
2. ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth	07-06-2015	Monthly
3. UTI Unit Linked Insurance Plan - 15 Year - Regular Plan	07-06-2017	Monthly
4. Aditya Birla Sun Life Tax Relief'96 Fund-	07-07-2017	Monthly
5. SBI Blue Chip Fund - Direct Plan - Growth	15-07-2017	Monthly
6. Tata Digital India Fund Direct-Growth	10-07-2018	Monthly
7. ICICI Prudential Value Discovery Fund - Direct Plan - Growth	07-10-2018	Monthly
8. Tata Small Cap Fund - Direct Plan - Growth	12-11-2018	One time
9. ICICI Prudential India Opportunities Fund Direct Plan Growth	28-12-2018	One time
10. Franklin Build India Fund - Direct-GROWTH Plan	10-06-2019	Monthly

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