Hi Sir,Myself Sujit Singha,I am 42yrs Old,my financial goal plan with MF to achieve 40/50lcs in next 15/20yrs ...so far my existing SIP for last 5yrs are :No-1) IDFC Emerging Business Fund Reg(G) =Rs.1000/- No-2)Axis Bluechip Fund (G)=Rs.3000/- No-3)Axis Smallcap Fund Reg(G)=Rs2000/- No-4) DSP Mid Cap Fund Reg(G) =Rs.2000/- No-5) Axis FlexiCap Fund (G)=Rs.1500/- No-6) Kotak Emerging Equity Fund(G) =Rs.2000/- so any suggestion to switch or add funds and if any shares which i can hold for long time,plz advice since current market scenario high inflation ahead...which economic boost will impact ?
Ans: You have a mix of Large, Mid, Small and Flexicap funds which is good in itself to deliver good returns considering you have 15-20 Years’ time. HDFC Top 100 Fund and PGIM Midcap Fund, may be looked at for improvements based on your segment/AMC allocation. It is good to maintain 6-8 funds across categories.