I do not know if my MF portfolio is on the right track

I am regular investor in mutual fund but i don't know that my portfolio is running on right track or not, so please help me regarding the same. Details are given following - SBI Midcap 1000, SBI Bluechip 3500, Mirae Asset Emerging Bluechip 6000, ICICI Pru Focused Bluechip 3000, Birla Tax Saver 96 1000, DSP Tax Saver 1000, Reliance Tax Saver 2000, DHFL Medium Term Income 5000, SBI Gilt Fund 2000, Kotak Income Fund 5000?

Jul 24, 2017 by Bal Ram Sharma,   |   Mutual Fund

You will be happy to note that your mutual fund portfolio consists of good performing schemes. Our only suggestions are two -

1. As majority of your SIP investments are in equity funds, remember, your investment horizon should be minimum 5 years.

2. Why you are investing in a GILT fund? For long term SIPs, equity funds, debt funds or balanced funds are best options. Therefore, instead of SBI GILT fund, you may consider investing in either SBI Bluechip Fund or SBI Magnum Multi-Cap Fund.

Hope you find the above useful. Thanks for writing to Advisorkhoj

View All Queries
Search
You haven't found the answer for your queries? Do post your queries to us.
POST A QUERY
Bandhan Nifty 200 Quality 30 Index Fund NFO 300x250

Recent Queries

See MoreMore

Fund News

See MoreMore

Tools and Calculators

Canara Robeco Equity Tax Saver Fund 300x600
Feedback
Notification