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Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Sep 19, 2022

Asked on - Sep 19, 2022Hindi

Money
I started investing in mutual fund back in 2006 with very small SIP amounts and I am 41 now. Currently, I have a MF corpus of approx 30 lakh, with SIP investments in following schemes, though i myself feel i have invested in multiple fund houses or similar portfolios and need your help or guidance with consolidation and then keep a target of 2.5 to 3 crore in next 15 years through Mutual fund only.

Currently I am investing 32500 per month through SIPs only.

Sr No Fund Name Start Date Amount
1 HDFC Top 100 Fund Growth 20-Sep-06 1000
2 HDFC Top 100 Fund Growth 05-Dec-13 1000
3 SBI BlueChip Fund Regular Growth 25-Apr-16 1000
4 ICICI Prudential Value Discovery Fund Growth 22-Jul-16 1000
5 Kotak Flexicap Fund Growth 23-Aug-17 1000
6 IDBI India Top 100 Equity Regular Fund Growth 05-Jan-18 1000
7 L&T Hybrid Equity Fund Growth 06-Dec-18 1000
8 L&T Hybrid Equity Fund Growth 07-Jan-19 1000
9 Indiabulls Equity Hybrid Fund Regular Growth 12-Mar-19 1000
10 HDFC Mid-Cap Opportunities Regular Fund Growth 01-Jul-19 1500
11 SBI Magnum MidCap Regular Fund Growth 01-Jul-19 1000
12 ICICI Prudential Bluechip Direct Fund Growth 01-Jul-19 1000
13 HDFC Top 100 Fund Growth 27-Oct-19 1000
14 HDFC Hybrid Equity Fund Growth 27-Oct-19 1000
15 Axis Midcap Fund Direct Plan Growth 16-Dec-20 1000
16 Canara Robeco Equity Hybrid Fund Direct Plan Growth 17-Dec-20 1000
17 SBI Magnum Global Fund Direct Growth 17-Apr-21 1000
18 HDFC Flexi Cap Fund Direct Plan-Growth 17-Apr-21 1000
19 Motilal Oswal Focused 25 Direct Growth 17-Apr-21 1000
20 HDFC Flexi Cap Fund -Direct Plan - Growth Option 17-Apr-21 1000
21 SBI Flexicap Fund Direct Growth 17-Apr-21 1000
22 Motilal Oswal Flexi Cap Fund Direct Plan Growth 24-Jun-21 1000
23 Tata Quant Fund Direct Fund 30-Jun-21 500
24 Aditya Birla Sun Life India Gennext Fund Direct Plan Growth 01-Jul-21 1000
25 ICICI Prudential FlexiCap Fund Direct Growth 05-Jul-21 500
26 Mirae Asset Large Cap Fund Direct Plan Growth 01-Sep-21 1000
27 IDFC Corporate Bond Fund Direct Plan Growth 22-Sep-21 1000
28 ICICI Prudential NASDAQ 100 Index Fund Direct 27-Oct-21 1000
29 HDFC Corporate Bond Fund -Direct Plan - Growth Option 09-Dec-21 1000
30 Aditya Birla Sun Life Corporate Bond Fund Direct Plan Growth 09-Dec-21 1000
31 TATA Digital India Fund Direct Growth 25-Dec-21 1000
32 Parag Parikh Flexi Cap Direct Growth 25-Dec-21 1000
33 Kotak Gilt-Investment Fund Provident Fund and Trust-Growth Direct 28-Dec-21 1000
Ans: The funds that can be continued are 15, 16, 26, 27, 28, 29, 30, 32 and 33; 27, 29, 30, and 33 being debt funds and 15, 16, 28 and 32 being equity funds.

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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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