Please let me know if I need to change funds in my mutual fund direct portfolio

I have the below Direct portfolio in my MF account. Kindly let me know in case the quality of the holding & if I need to make any changes: SBI Magnum Multicap Fund - Rs. 2000, SBI Midcap Fund-Reg-G - Rs. 1000, SBI Blue Chip - Rs 2000, SBI Magnum Tax Gain- Growth - Rs. 2000, HDFC Long Term - Rs. 2000, HDFC Balanced - Rs. 1000, HDFC Monthly Income Plan - Long Term Plan - 2000?

Jul 25, 2016 by Umesh, Bangalore  |   Mutual Fund

You fund selection is good and you have very well diversified your mutual funds investments into large cap, multicap, midcap and hybrid funds. The only scheme whose performance has been lacklustre for last few years is SBI Magnum Taxgain which you might like to review further.

For knowing more about SIP performance of ELSS schemes, you may check here – Top performing SIP Mutual Funds – ELSS category

View All Queries
Search
You haven't found the answer for your queries? Do post your queries to us.
POST A QUERY
PGIM MF Healthcare Fund NFO New 300x250

Recent Queries

See MoreMore

Fund News

See MoreMore

Tools and Calculators

360 One MF Flexicap Fund 300x600
Feedback
Notification