Mutual Fund Queries

I started investing in mutual funds because of your valuable posts

I have been reading your posts regularly in Advisorkhoj. I started to invest in mutual funds because of your valuable posts. Thank you so much sir. Its going to be an year since I started investing in mutual funds. Could you please review my funds following, that would be very very helpful for me. I'm planning to buy a home, so my term of investment is 3 years. Tata Balanced Fund - Growth - 2000, Axis Long Term Equity Fund - Growth - 1000, SBI Blue Chip Fund - Regular Plan - Growth - 1000, Birla Sun Life Dynamic Bond Fund - Retail Plan - Growth - 1000, Franklin India Ultra Short Bond Fund - Super Institutional - Growth - 1000, Please let me know if I need to change any of the funds?

Aug 30, 2016 by Suresh Kanna, | Mutual Fund

It seems we missed out replying to your query earlier which is apologised. Glad that you like our posts and have started investing mutual funds. Needless to mention, Mutual Funds are the best way of creating... Read More

Can I get the details of mutual fund advisors in Phagwara

Can I know no any mutual fund advisor in Phagwara?

Aug 30, 2016 by M L Arora, | Mutual Fund

Thanks for writing to us. Using the following link you can get the details of mutual fund advisors available in different areas in Phagwara... Read More

Can you let me know the best Mutual Fund MIPs

Please let me know, which are the best mutual funds for monthly income scheme to invest, and should give capital appreciation too?

Aug 30, 2016 by Chandramouli Gadigi, | Mutual Fund

To know the best performing Mutual Fund Monthly Income Plans, do check this... Read More

Can you please suggest me if my SIP funds are good

I am a private service holder, I am continuing the following SIP for last 1 to 2 years, My target is to continue all the fund for 5 years and more. Please suggest me whether my portfolio is right or wrong. Funds are Axis Long Term Equity Fund - 1000, Franklin India Smaller Companies Fund - 1000, SBI Magnum Midcap Fund - 1000, SBI Pharma Fund - 1000, HDFC Balanced Fund - 1000, Tata Balanced Fund - 1500, Mirae Asset Emerging Bluechip Fund - 1000, UTI Equity Fund - 1000, UTI Opportunities Fund - 1000, UTI Pharma and Healthcare - 1000, UTI MNC Fund-1000, Birla Sun Life Top - 100 fund - 1000, ICICI Technology Fund - 1000, ICICI Value Discovery Fund - 1000, DSP BlackRock Microcap Fund - 1000. I also interested to invest Rs. 100000 as a Lumpsum for 10 yrs. Please suggest me a good performing fund. Your kind reply is highly acceptable?

Aug 29, 2016 by Satyajit Chowdhury, Sonarpur | Mutual Fund

You have selected funds for your SIP from balanced, ELSS. Midcap, Small cap, Large Cap, Diversified and Sectoral categories. Even though you have selected some good funds, we feel that you are... Read More

Please suggest funds which are best for investment through SIP

Please suggest funds which are best for investment in (SIP) schemes?

Aug 29, 2016 by Anonymous, | Mutual Fund

For doing SIPs, investment through diversified equity funds is best. You may check the following... Read More

I want to know if my fund selections are good

I have been invested in SBI Blue Chip Fund (G), SBI Magnum Global(G) and Reliance Small Cap Fund - Direct(G) for the past 7 months through SIP and I am planning to add a ta saver fund in the form of axis long term equity. My investment is for long term. I want to know if my fund selections are good, if not, what other funds can I consider?

Aug 29, 2016 by Sourav, Kolkata | Mutual Fund

Your fund selection is good. However, replacing SBI Magnum Global Fund with SBI Magnum Mid Cap Fund could be a good idea. Your selection of Axis Long Term Equity for investing in ELSS is a good choice... Read More

I want to know about PPFAS Fund

I want to know about PPFAS FUND?

Aug 29, 2016 by Chandra Mohan, Dehradun | Mutual Fund

PPFAS Mutual Fund has only one scheme PPFAS Long Term Value Fund. This is one of the top performing funds in the diversified equity funds category. To know more about the fund please check this link... Read More

Can you suggest me two Balanced Funds and two Diversified Equity Funds

Please suggest me two Balanced Funds and two Diversified Equity Funds for 10 to 15 years SIP investment?

Aug 29, 2016 by Pranav Kumar Tewari, Patna | Mutual Fund

There are quite a few top funds in these two categories. Please go through the following articles which will help you select good funds from these two categories for your long term investments... Read More

Please advise if my mutual fund selections are good or should I invest in any other fund

Very good and informative article. I am new to Mutual Fund investment. I am 26 years old and I want to invest in SIP around 4k per month. So I have selected the following funds. Please advise me whether my selections are good or I should invest in any other funds? 1. SBI Blue Chip Fund(G) - Rs. 1000, 2. ICICI Prudential Value Discovery Fund(G) - Rs. 1000, 3. DSP BlackRock Micro Cap Fund - Rs. 500, 4. Franklin India Smaller Companies Fund - Rs. 1000, 5. L&T India Prudence Fund(G) - Rs. 500

Aug 29, 2016 by Suman Bhadra, Kolkata | Mutual Fund

Your fund selection is pretty good! You have selected 5 top performing funds from large cap, diversified, midcap and balanced funds category. But, we think, for investing Rs. 4,000 per month, selecting... Read More

Tell me how is my mutual fund portfolio and if it needs any adjustment

My Mutual Fund portfolio consists of 4 funds namely BSL Front Line Equity, ICICI Discovery Fund, SBI Emerging Business and Reliance Growth Fund in which I invests 5000, 7500, 3500 & 5000 respectively and I have been investing since 2012. Earlier amount was less which I have increased subsequently as my income grew. So tell how is my portfolio and if it needs any adjustment?

Aug 29, 2016 by Shrey Kumar, Jaipur | Mutual Fund

Your selection of Birla Sun Life Frontline Equity Fund and ICICI Prudential Value Discovery Fund is good and you should continue with these. However, with regards to your investment in SBI Emerging Fund, our... Read More