Mutual Fund Queries

Can you share your feedback on my mutual fund portfolio

I am truly appreciate the knowledge your spreading on investments. I am 40 years old. I start investing in mutual funds since 4 months for long term ( more than 5 years). Here is my portfolio. Please share your feedback on my portfolio. SBI Blue Chip Fund(G) - 6000, ICICI Value Discovery Fund(G) - 5500, Kodak Select Focus Fund(G) - 5500, UTI Equity Fund(G) - 5500, BSL Front Line Equity Fund - 2500, Mirae Asset Emerging Blue Chip Regular(G) Fund - 5000, Franklin India Smaller Companies Fund(G) - 2500, BSL Front Line Debt Fund(G) - 2500, HDFC High Interest Dynamic(G) - 2500?

Dec 13, 2016 by Venkat, Bangalore | Mutual Fund

As per your fund selection, your portfolio is 75% in large cap oriented funds and 25% in small / midcap funds. The large cap / diversified equity funds in your portfolio will also have some exposure to midcaps; so... Read More

Are large cap funds suitable as I want to start investing in mutual funds

I am a student from Lucknow. I want to start investing in mutual funds. I read that large cap funds are best for beginners like me. Is there a minimum amount with large cap funds? I can start with Rs. 1000 per month. If I invest for 10 years as of now then which fund would you suggest between SBI, Birla and Kotak which one would be better? if there are better options then please guide me?

Dec 13, 2016 by Sujoy, Lucknow | Mutual Fund

Yes Sujoy, you heard it right! The large cap funds are suitable for beginners like you who are just going to start investing in mutual funds. Normally, one can start investing through SIP route by investing a... Read More

Can you provide filter on AUM on your research section

It would really help if there are any filters of the AUM of funds. Some of the funds which has large AUMs have not been performing of late. So this filter would really help for the advisors?

Dec 13, 2016 by Nagesh, Bangalore | Mutual Fund

Please note that we have many tools on our research section and in most of them we have provided sorting of funds on the basis of AUM. However, you have not mentioned in which section particularly do you... Read More

Which diversified equity fund of Birla Sun Life Mutual Fund gave highest rolling return

Which Birla Sun Life Diversified Equity Mutual Fund is having the highest rolling returns during last 5 years?

Dec 13, 2016 by Jagdish N Patel, Ahmedabad | Mutual Fund

To answer your query, we chose three diversified equity funds from Birla Sun Life Mutual Fund - Birla Sun Life Equity Fund, Birla Sun Life Advantage Fund and Birla Sun Life Special Situations Fund... Read More

Which SIP funds should I invest for long term and short term

I am new to this SIP and mutual fund market. I read you post and found interesting. I would like to know - for investing in SIP, which is the best for returns and other things. Could you also suggest which is the best plan for long term or short term investment and growth?

Dec 13, 2016 by Hema Chavan, Pune | Mutual Fund

Please note that investment in mutual funds should be based on your risk taking appetite and investment horizon. The higher risk you take, the higher is the probability of return. Having said the above, if you want... Read More

Which is the best debt fund from ICICI Prudential Mutual Fund

Which is the best debt fund from ICICI Prudential Mutual Fund? I am thinking to purchase ICICI Prudential Dynamic Bond Fund. How is the performance of this in terms of returns?

Dec 13, 2016 by Sachin, Mumbai | Mutual Fund

Please note there are many types of debt funds in ICICI Prudential Mutual Fund stable, including long term income funds, short term debt funds, accrual funds, ultra short term funds and liquid funds etc. Therefore... Read More

Should I start my new SIPs in the same schemes that I am holding

I am 35 years of Age, in my current Portfolio I have follwing SIP's. Birla sunlife Frontline Equity Growth Direct - 2k pm, ICICI Pru Value Focused Blue chip Growth Direct - 2k pm, Franklin India Smaller Companies fund - Direct - 3k pm, Mirae Asset Emerging Bluechip Fund - Direct - Growth - 2k pm. I wanted to Increase my SIP in Large cap by 3K pm, should increase that in Birla SL FL Equity fund or shift to Birla SL Top 100 Fund as it is of smaller size, also I have additional scope of a SIP of 3k pm which category of funds I should add to my portfolio or should I distribute in the existing funds?

Dec 12, 2016 by Himanshu Shekhawat, Gurgaon | Mutual Fund

The funds in which you are investing are good with a significant performance track record of long term wealth creation over different market cycles. We think, you should start your news SIPs in these existing... Read More

How can I start investing in mutual funds through an advisor in Delhi

I appreciate your mutual fund research & tools. I want some advise regarding investment. My money is kept in capital gain account. If I withdraw this amount then long term capital gain @ 20% tax liability. Can I recover this amount by investing in mutual funds? Please advise me. I will be highly thankful to you?

Dec 12, 2016 by K.K.Lavania, | Mutual Fund

Please refer the trail email and also your call to me with regards to your capital gain taxation and mutual fund investments. Please note that we have discussed and answered your capital gain query and that... Read More

Should I start SIP in ICICI Prudential Value Discovery Fund

I want to start sip in ICICI Prudential Value Discovery Fund in growth option?

Dec 12, 2016 by Nikhil Bansal, | Mutual Fund

We are glad that after reading our review you are planning to invest in ICICI Prudential Value... Read More

Is it possible to get Rs. 50,000 through SWP by investing Rs. 500,000

I want to invest around 50 Lacs in MF SWP and need a regular income of Rs. 50,000. Please advise me whether its possible to get Rs. 50,000 per month without loosing my principal amount in portfolio. Also suggest me list of MF with SWP suitable for my investment?

Dec 12, 2016 by Justin, Pune | Mutual Fund

It is not possible to get Rs. 50,000 without losing any capital, as monthly SWP withdrawal against an investment of Rs. 50,00,000. Please note that investment in any category of mutual funds do not assure... Read More