(3) What is your advice on these funds? Buy/hold/sell? How good are infrastructure funds?
Sundaram Rural and Consumption Fund (Dividend payout) |
HDFC Infrastructure Fund (Dividend payout) |
Aditya BSL Pure Value Fund / Dividend payout |
(4) Is it better to sell SBI Magnum Tax Gain Dividend payout and invest in Tata India Savings Fund dividend payout?
Name of the Fund | Category | RankMF Star Rating |
SundaramRural and Consumption Fund (Dividend payout) | Equity - Thematic Fund - Other | 4 |
HDFC Infrastructure Fund (Dividend payout) | Equity - Sectoral Fund - Infrastructure | 1 |
Aditya BSL Pure Value Fund / Dividend payout | Equity - Value Fund | 1 |
SBI Magnum Tax Gain Dividend payout | Equity - ELSS | 2 |
Tata India Savings Fund dividend payout | Equity - ELSS | 4 |
Ans: You may continue with the 4 star rated funds. Sectoral Funds to be avoided at present level instead Multicap or Focused funds can be considered. Value Funds Suitable options considering quality and value for money at present levels are Tata Equity PE fund, UTI Value Opportunity Fund
Multicap: Suitable options considering quality and value for money at present levels are UTI Equity Fund, Axis Multicap and Motilal Oswal Multicap 35
Focused: Suitable options considering quality and value for money at present levels are Axis Focused 25 and Motilal Oswal Focused 25