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Pradeep
Omkeshwar Singh Answer |Ask - Follow
Head, Rank MF - Answered on Nov 17, 2022
Asked on - Nov 17, 2022Hindi
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Greetings of the day! With reference to your article below,
Read this article https://www.rediff.com/getahead/report/omkeshwar-singh-help-me-build-a-mf-portfolio/20221103.htm
Would you please advice on my mutual fund portfolio for any additions or changes or switches?
Here are my goals:
Car: 20 lakh down 5-6 years
Child one education: 50 lakh
Child two education: 50 lakh
Health reserves: 50 lakh
Retirement: 10 crore
My monthly salary is 1.8 lakh. I pay pf 1.2 lakh per year, NPS tier1 70k per year, LIC policies: 1.3 lakh per year.
Advice on portfolio please.
DSP TAX SAVER FUND-GROWTH: 1500 sip
MIRAE ASSET EMERGING BLUECHIP FUND-REGULAR PLAN-GROWTH OPTION:2000 sip
HDFC HYBRID EQUITY FUND REGULAR PLAN GROWTH :2000 sip
TATA DIGITAL INDIA FUND REGULAR PLAN GROWTH:2500 sip
ICICI PRUDENTIAL COMMODITIES FUND GROWTH: 2500 sip
UTI MID CAP FUND-GROWTH PLAN:3000 Sip
EDELWEISS RECENTLY LISTED IPO FUND-REGULAR PLAN-GROWTH: 2500
UTI FLEXI CAP FUND-REGULAR PLAN-GROWTH:1500 sip
Ans: Please specify the duration (only car duration is given), accordingly planning can be done.
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