Have I selected best performing mutual funds

Review investments and suggest: My current investments in MF are for 15 years using SIP. All investments are in Direct-Growth. Axis Long Term, ICICI Pru Value Discovery, HDFC Balanced, Mirae Asset Emerging Bluechip. (SIP of 2500/month from 2015) 1. Is the portfolio appropriate. My age is 32 Years. 2. I want to add one more multicap fund to my portfolio. Can you please suggest. (I am planning to add Motilal Oswal Most 35 Multicap. But it has portfolio overlap of 30%. Hence please suggest one or two funds.) 3. Suggest one more balanced fund. 4. I am handling my debt investments using PPF and FD?

Aug 14, 2017 by Mukul, Chandigarh | Mutual Fund

You have selected good mutual fund schemes for your SIP investments and it is a good fit for your long term portfolio. However, reviewing your mutual fund portfolio once every year is must just to ensure if respective scheme performances are aligned with your long term investment objectives.

Motilal Oswal Most 35 Multicap is a top performing diversified equity fund. You have mentioned that it has a portfolio overlap of 30%, but not mentioned with which fund?

Please check here https://www.advisorkhoj.com/mutual-funds...

The other top performing diversified equity funds are - Birla Sun Life Equity Fund, SBI Magnum MultiCap Fund and Mirae Asset India Opportunities Fund.

From balanced fund category, you can consider investing in ICICI Prudential Balanced Fund, SBI Magnum Balanced Fund and DSP BlackRock Balanced Fund.

Hope you find the above suggestions helpful. Thanks for writing to Advisorkhoj

View All Queries

You haven't found the answer for your queries? Do post your queries to us.
POST A QUERY