Investment, Financial Planning, Mutual Fund & Income Tax Queries

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

What is your opinion about SBI MF Equity Savings fund for capital protection and reasonable return

What is your opinion about SBI MF Equity Savings fund for capital protection and reasonable return?

Aug 29, 2016 by Eappen C V, Trivandrum | Mutual Fund

SBI MF Equity Savings Fund was launched in May 2015 and is a relatively new fund under the hybrid equity oriented funds category. The fund has given 9.19% return since launch and the one year return... Read More

Can you please continue sending newsletters as your articles give me lot of benefits

I'm not able to receive your article through email. Which you sent me daily. These article give me lot of benefits. Please send me again latest articles?

Aug 29, 2016 by Parvinder Singh, Delhi | General

We have checked and found your email ID in our mailing list. Please check your INBOX every day morning as we send newsletters on a daily basis. In case you do get find our newsletter in the INBOX then do... Read More

Should I change my mutual fund portfolio or go with the same

Can you review my portfolio. I have invested in MF monthly Rs. 6,000 for long term 20 to 25 years. 1. Birla Sun Life Front Line Equity Fund - 2000, 2. ICICI Value Discovery - 2000, 3. Franklin India Smaller Companies - 1000, 4. SBI Blue Chip 1000, Should I change or going with same. Suggest me?

Aug 29, 2016 by Vishal Patel, Gujarat | Mutual Fund

You have chosen excellent and top performing funds from large cap, diversified and midcap... Read More