HALLO I AM PURSHOTTAM LAL AND MADHUBALAINVESTOR LAST 20 YEARS IN MF SCHEME.
MY COMBINED INVEST FOLLOWING MFS:
1.ADITYA BIRLA SUN LIFE FOCUSED EQUITY FUND ( SIP AMOUNT 2000)/PM/21-01-2013 TO 21-01- 2025)
LUM SUMP -25000/( WHEN MARKET WAS FALLEN )
2.AXIS BLUE CHIP FUND ( SIP AMOUNT 5000) 17/3/2020 TO 17/3/2025.
LUM SUMP = 25000 @ 34.50 ( 18/9/2020)
3.AXIS MULTI CAP FUND DIRECT PLAN
LUM SUMP- 20000@9.39 ( DATE OF INVESTMENT 4-12-2021/26-05-2022)
4.CANRA ROBECO EQUITY TAX SAVER FUND REGULAR PLAN
SIP AMOUNT 2000/ FROM 7-07-2011 TO 7-06-2030
5. DSP FLEXI CAP FUND (SIP AMOUNT 2500/PM) FROM 25-08-2020 TO 25-08-2030)
6.DSP TAX SAVER FUND DIRECT PLAN ( 10 YEAR COMPLETE) SIP AMOUNT 2500/COMPLETE ON 10-7-2022)
PLESE TELL ME DSP TAX SAVER FUND SELL IT OR HOLD/NEXT 5 YEARS
7. ITI VALUE FUND LUM SUMP -20000
8. ICICI PURDENTIAL HEALTHCARE EETF FUND ( LUMSUMP 10000( 1.5 YEARS AGO)
9. MAHINDRA MANULIFE BALANCEDADVVANTAGE YOGNA LUM SUMP 10000/23-12-2021
10.UTI FOCUSED EQUAITY FUND-------LUMMP- SUMP-20000 ( 25-8-2021)
PLEASE TELL ME 7 TO 10 Sr No FUNDS SELL IT OR HOLD IT OR SWITCH IT?
Ans: Hello Garg pankaj kumar. My recommendation would be to switch to better schemes of the same AMC for ICICI & UTI.
ITI & MAHINDRA MANULIFE should be redeemed and reinvested in better schemes of different AMCs.
