Dear Sir, please advice. My MF portfolio is predominantly dominated by midcaps. I have SIPs in the following funds:
1. HDFC Midcap Opportunity Fund (G): Rs 10,000 (Since 2013)
2. DSP Blackrock Midcap Fund (G): Rs 10,000 (Since 2015)
3. Canara Robeco Emerging Equity: Rs 10,000 (Since 2017)
4. ICICI Prudential Focused Bluechip Equity Fund - G (Since 2017)
Should I continue with these or need some reshuffling? I would grateful if you could kindly advise me on this.
Ans: Name of the Fund | Category | RankMF Star Rating |
HDFC Midcap Opportunity Fund (G) | Equity - Midcap Fund | 3 |
DSP Blackrock Midcap Fund (G) | Equity - Midcap Fund | 4 |
CanaraRobeco Emerging Equity | Equity - Large & Midcap Fund | 4 |
ICICI Prudential Focused Bluechip Equity Fund - G | Equity - Large Cap Fund | 3 |
Continue with the 4-star rated ones, for other 3 you may consider the ones below:
Large cap Suitable options considering quality and value for money at present levels is Mirae Asset Large Cap Fund
Midcap: Suitable options considering quality and value for money at present levels are Motilal Oswal Midcap 30, DSP Midcap and Axis Midcap