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Mr
Mr
Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Dec 20, 2019

Asked on - Dec 20, 2019Hindi

Money
Would like to get advice on the following schemes that I have invested myself in monthly SIPs. I have done some analysis on the annualised return that I have made on these starting from 2015. Also I have given the portfolio allocation % in the attached file in col B. Please if you can advise on which schemes I should get rid of, further invest, continue with no further investment.

Name of the Fund Category RankMF Star Rating
Axis Long Term Equity Fund - Gr Equity - ELSS 5
Axis MidCap Fund - Gr Equity - Midcap Fund 4
Axis Multicap Fund - Gr Equity - Multi Cap Fund 5
DSP Tax Saver Fund - Gr Equity - ELSS 4
Kotak Bluechip Fund - Gr Equity - Large Cap Fund 4
Aditya Birla Sun Life Frontline Equity Fund - Gr Equity - Large Cap Fund 4
Aditya Birla Sun Life MNC Fund Gr Equity - Thematic Fund - MNC 4
DSP Equity Opportunities Fund - Gr Equity - Large & Midcap Fund 4
Kotak Standard Multicap Fund - Gr Equity - Multi Cap Fund 4
SBI Magnum Global Fund - Gr Equity - Thematic Fund - MNC 4
Tata Midcap Growth Fund - Gr Equity - Midcap Fund 3
HDFC Top 100 Fund - Gr Equity - Large Cap Fund 4
IDFC Multi Cap Fund - Regular Plan- Gr Equity - Multi Cap Fund 4
Nippon India Growth Fund - Gr Equity - Midcap Fund 2
Aditya Birla Sun Life Equity Advantage Fund - Gr Equity - Large & Midcap Fund 4
Aditya Birla Sun Life Equity Fund - Gr Equity - Multi Cap Fund 4
Aditya Birla Sun Life Tax Relief 96 Fund - Gr Equity - ELSS 4
DSP Midcap Fund - Reg Gr Equity - Midcap Fund 5
HDFC Balanced Advantage Fund Gr Hybrid - Balanced Advantage 4
HDFC Equity Fund - Gr Equity - Multi Cap Fund 4
HDFC Midcap Opportunities Fund- Gr Equity - Midcap Fund 3
Invesco India Midcap Fund - Gr Equity - Midcap Fund 3
Kotak Emerging Equity Fund - Gr Equity - Midcap Fund 4
Motilal Oswal Multicap 35 Fund - Gr Equity - Multi Cap Fund 5
Nippon India Vision Fund Gr Equity - Large & Midcap Fund 2
Sundaram Midcap Fund - Gr Equity - Midcap Fund 3
Tata Equity P/E Fund Gr Equity - Value Fund 5
DSP Small Cap Fund - Gr Equity - Small cap Fund 2
Kotak India Growth Fund Series 4 - Gr Close ended Scheme -
L&T India Value Fund - Gr Equity - Value Fund 3
L&T Midcap Fund - Gr Equity - Midcap Fund 3
Nippon India Small Cap Fund - Gr Equity - Small cap Fund 2
Nippon India Tax Saver Fund - Gr Equity - ELSS 2
Aditya Birla Sun Life Pure Value Fund - Gr Equity - Value Fund 2
HDFC Small Cap Fund - Gr Equity - Small cap Fund 2
L&T Emerging Businesses Fund - Gr Equity - Small cap Fund 2
Ans: You may continue with 4 & 5-Star rated ones and rest can be relooked.

Equity Value Funds:

  • Tata Equity PE fund
  • UTI value opportunity funds

Midcaps: Suitable options considering quality and value for money are:

  • Motilal Oswal Midcap 30
  • DSP Midcap
  • Kotak Emerging Equity Fund
  • Small Cap
  • Kotak Small Cap
  • Axis Small Cap 
(more)
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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