Portfolio review - MFs

Q & A Forum › Category: Mutual Funds › Portfolio review – MFs

103418 asked 10 years ago

Dear Sreekanth, First I would like to Heartily Thank you for pioneering all of us. My self Mohit, Age 36. My goal is to maintain a healthy investment portfolio. Please have a look at my current investment portfolio.

Axis long term equity / lumpsum One Lakh / maturing in March 2017.
ICICI Pru Value Discovery fund Regular Plan (G) / SIP-5K/- PM. since Jan. 2015.
DSP BR Tax Saving plan Direct (G) / lumpsum / 30k / since Jan.2017.
Reliance Money Manager Fund Direct (G) / lumpsum 10k through Simply Save Mobile App.

Pls. suggest some funds for SIP. Also suggest some balanced funds. Thanks & Regards, Mohit G.

4 Answers

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Sreekanth Staff answered 10 years ago

Dear Mohit, May I know your investment time-frame & objectives??

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103418 answered 10 years ago

For the period of next 5-8yrs.

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Sreekanth Staff answered 10 years ago

Hi, More or less these (1, 2 & 3) are Multi-cap oriented funds (though two of these are ELSS funds). So, kindly check overlap among these three. Kindly read: MF portfolio overlap analysis tools. How to select right mutual fund scheme?

103418 replied 10 years ago

Thanks for referring such knowledgeable link. Axis Long term is going to matured. Pls.suggest.and help me to build a better investment portfolio.
Thanks….

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Sreekanth Staff answered 10 years ago

Hi, You may add one Balanced fund to your portfolio. Kindly read : Best Equity funds to invest in 2017.