Home > User

Need Expert Advice?Our Gurus Can Help

Navdeep
Navdeep
Omkeshwar

Omkeshwar Singh Answer  |Ask -

Head, Rank MF - Answered on Oct 13, 2022

Asked on - Oct 13, 2022Hindi

Listen
Money
Sir, request your kind advice and guidance on this please. My age is 46 years and I am expecting corpus of Rs 1 Cr in 10 years.

I have read your unbiased views on various queries from MF investment enthusiasts. Your feedback has been very impressive and really helps people like us. My heartfelt gratitude and thanks for the same.

Sir, I have following mutual fund SIPs and I would seek your guidance on whether these are OK, or any course correction required.

LUMP SUMP INVESTMENTS split as below.

Aditya Birla Sun Life Focused Equity Fund - Gr in March 2022 value Rs 62434. Current value is Rs 59218

Axis Growth Opportunities Fund - Gr in March 2022 value Rs 62122. Current value is Rs 57015

Edelweiss Arbitrage Fund - Gr in April 2021 value Rs 45567. Current value is Rs 47660

L&T Arbitrage Opportunities Fund - Gr in July 2021 value Rs 65730. Current value is Rs 69077

Nippon India Arbitrage Fund - Gr in July 2021 value Rs 49595. Current value is Rs 51859

SIP: Total monthly SIP of Rs 25000, split as below:

Axis Bluechip Fund - Gr, monthly investment Rs 2500

Axis Focused 25 Fund - Gr, monthly investment Rs 2000

Canara Robeco Flexi Cap Fund - Gr, monthly investment Rs 2000

Edelweiss Mid Cap Fund - Regular Gr, monthly investment Rs 5000

Invesco India Contra Fund - Gr monthly investment Rs 2000

Kotak Emerging Equity Fund - Gr, monthly investment Rs 2000

Kotak Flexicap Fund - Gr, monthly investment Rs 2500

L&T Midcap Fund - Gr, monthly investment Rs 5000

SBI Flexicap Fund - Gr, monthly investment Rs 2000

Total portfolio amount as on date is Rs 14 lakh.

Ans: Funds are good, please continue, don’t increase funds; if you need to top up, do in the existing schemes.

(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.

Close  

You haven't logged in yet. To ask a question, Please Log in below
Login

A verification OTP will be sent to this
Mobile Number / Email

Enter OTP
A 6 digit code has been sent to

Resend OTP in120seconds

Dear User, You have not registered yet. Please register by filling the fields below to get expert answers from our Gurus
Sign up

By signing up, you agree to our
Terms & Conditions and Privacy Policy

Already have an account?

Enter OTP
A 6 digit code has been sent to Mobile

Resend OTP in120seconds

x