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Mutual Fund Portfolio – Review & Advice required

Last updated: December 17, 2016

Q & A Forum › Category: Mutual Funds › Mutual Fund Portfolio – Review & Advice required
0 Vote Up Vote Down
arindam.guha asked 4 years ago

Sir
I have started investing in SIP from September last year. My age is 45 years and I am into Pharma sales. I have a 3.5 years old daughter.

I am new to SIP and was guided by my relative’s financial adviser to invest in this portfolio.
AXIS Midcap Fund (G) -1000
ICICI Pru Value Discovery Fund (G)-1000
Franklin India Ultra-Short Bond – Super Ins(G)-50000(STP)
Franklin India High Growth Companies Fund (G)-1000
Franklin India Smaller Companies Fund (G) -1000

Please give your valuable advice regarding my portfolio and my plan is for 8-10 years approximately.

arindam.guha replied 4 years ago

Sir

Thank you very much. Should I change Axis mid cap to some other funds. I want to make two more investment of 1000 each in two funds for a period of 8-10 years approximately. Please guide me in this regard.

3 Answers
0 Vote Up Vote Down
Best Answer
Sreekanth Staff answered 4 years ago

Hi,
ICICI & Franklin funds are good ones.
There are better funds in mid-cap space than Axis mid-cap fund.
Ex – HDFC Mid-cap opportunities fund.
Kindly read below articles:
http://www.relakhs.com/calculate-kids-education-goal-amount/
http://www.relakhs.com/personal-financial-planning-articles-list/

0 Vote Up Vote Down
arindam.guha answered 4 years ago

Sir
 
Thank you very much. Should I change Axis mid cap to some other funds. I want to make two more investment of 1000 each in two funds for a period of 8-10 years approximately. Please guide me in this regard.

0 Vote Up Vote Down
Sreekanth Staff answered 4 years ago

Hi,
You may kindly go through my latest article on best mutual funds to invest in 2017:
http://www.relakhs.com/best-mutual-fund-schemes-2017/

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