Mutual Fund Queries

I want to start investment in MF with initial investment of Rs. 5000 in SIP for 3 to 5 years

I want to start investment in MF with initial investment of Rs. 5,000/- in SIP for 3 to 5 years. Suggest the best MF?

Apr 2, 2016 by Vipul Patel, Vadodara | Mutual Fund

We do not give specific investment advice. You have not mentioned your investment objectives and your risk tolerance. For wealth creation equity mutual funds are the best options. Please go through the... Read More

I want to invest 3 Lacs for 5 years and need monthly income of around Rs. 2200 - kindly suggest me funds

I want to invest 3 lac Rs for 5 year. I need monthly income around 2200 Rs. Kindly suggest me the scheme?

Apr 2, 2016 by Hanu, Jamshedpur | Mutual Fund

You want Rs 2,200 monthly income from investment of Rs 3 lacs. This means that you need an annual yield of 8.8%. If your primary need is income and not capital appreciation, debt mutual funds are the best... Read More

We have started investing in some MF which are tagged to different goals. Need further guidance

From March, 2016 We have started investing in some MF which are tagged to different goals. For Tax Saving /Retirement: 1. Axis Long Term Equity, 2. Franklin Tax Shield. For Other Long term Goals: 3. ICICI Pru Bluechip, 4. Franklin India Flexi Cap, 5. QLTE, 6. Franklin India Prima Fund. Need further guidance?

Mar 31, 2016 by Riya, Kolkata | Mutual Fund

All the funds selected by you are good funds. Axis Long term Equity and Franklin India Taxshield are amongst the best ELSS / tax saver funds. The fund selection for your long term goals are also good. ICICI... Read More

I want to invest in few MF schemes for Rs 20000 each and hold them for 20 years

I am 22. I wanted to invest Rs.20000/- in each mutual fund. My choices are 1) SBI Pharma Fund, 2) DSP Black Rock Micro Cap Fund, 3) Reliance Small Cap Fund, 4)franklin Build India Fund, 5) UTI Transport and Logistics Fund. Is my choices are suitable for me? Looking forward to Hold them for 20 years. Please suggest me in details?

Mar 31, 2016 by karthik, Visakhapatnam | Mutual Fund

Firstly, you should be congratulated for planning mutual fund investments at a young age. In the long term, you will hopefully be very well rewarded for your decision to start investing early in your career. All the... Read More

Please check my Mutual Fund selection and let me know if suitable for long term and there is any overlap

1. ICICI Pru Focused Bluechip, 2. Franklin India Flexi Cap, 3. Quantum Long Term Equity, 4. DSPBR Micro Cap, 5. Axis Long Term Equity, 6. Franklin India Tax Shield, All Direct-Growth Fund. 1-4 linked to Long Term Goals & 5-6 80C Tax Saving/Retirement. Please review the fund selection and the overlap if any. Whether the fund are diversified or too much overlap. Please suggest?

Mar 31, 2016 by Indrajeet, Kolkata | Mutual Fund

Your fund selection is good and covers various market cap segments. ICICI Prudential Focused Bluechip Equity is a large cap fund. Franklin India Flexi Cap and Quantum Long Term Equity are diversified equity... Read More

I am 34 year old with one girl child of 1 yr old want to invest in wealth creation mutual funds for long term

I am 34 with one girl child of 1 yr old want to invest in wealth creation mutual funds long as well short term can invest 5000 pm in different funds or Sip please guide?

Mar 31, 2016 by Ricky, Goa | Mutual Fund

Mutual funds can help you meet both your long term wealth creation goals, as well as any short term goals that you may have. For your short term goals, depending on the nature of the goal, your risk tolerance... Read More

I wanted to know about the tax rules that is applicable on various categories of Mutual funds

I am new to Mutual Funds. I wanted to know about the tax rules that is applicable on various categories of Mutual funds that includes liquid funds as well as per the rules of Union budget 2016. I shall be grateful to you if you can share your thoughts / provide me with some resources to read?

Mar 29, 2016 by Utpalendu Sarkar, | Mutual Fund

Please note the following in response to your query... Read More

I wanted to invest Rs. 1000 in each mutual fund selected by me and this is my first investment

I am 37. I wanted to invest Rs. 1000 in each mutual fund. My choices are 1) SBI Pharma Fund, 2) DSP Black Rock Micro Cap Fund, 3) Reliance Small Cap Fund, 4) Oxidized Pru exports and other services fund, 5) UTI Transport and Logistics Fund. Is my choices are suitable for me? It Will be my 1st investment in MF. But I wanted to take some risks. Please suggest me in details?

Mar 29, 2016 by San, kolkata | Mutual Fund

The schemes selected by you are either Sectoral Funds or Small Cap Funds which are not suitable for first time investors like you. The best schemes for you to start doing SIP would be Large Cap Funds or... Read More

Please provide me Authorised Mutual Fund Centres in Begusarai

Please send me all authorised centre of Mutual Fund In Begusarai(Bihar)?

Mar 28, 2016 by Baidyanath Kumar, Begusarai | Mutual Fund

Please find below the name and contact details of all AMFI registered Mutual Fund Advisors in Begusarai(Bihar)... Read More

I want to invest Rs 35000 month for my future financial goals

I want to invest Rs 35000/ month for the following goals:- 1. Child Graduation (18 years) - 5000, 2. Child Post Graduation (22 years) - 10000, 3. Child Marriage (26 years) - 5000, 4. Retirement (31 years) - 15000. I have EPF as my debt component & also some exposure in PPF, so I want any other debt exposure. How should I create my Equity portfolio and in which Equity funds should I invest (with less portfolio overlap & better diversification between market cap)? Presently I am investing as:- 1. Axis Long Term Equity - 5000, 2. Franklin Tax Shield - 5000, 3. Birla SL Frontline Equity - 5000, 4. Franklin India Flexi Cap - 5000, 5. HDFC Equity - 5000, 6. Franklin India Smaller Co - 5000, 7. DSPBR Micro Cap - 5000. Kindly review my MF investment & suggest for any changes if required. Else guide me to create a ideal MF Portfolio for Long Term?

Mar 14, 2016 by Jitendra N Ghosh, Kolkata | Mutual Fund

You have given a lot of thought to your long term financial goals and the financial plan to achieve those goals. Through proper financial planning you can win more than half of the battle. The other half of the... Read More