Highest returns for lumpsum investment in Mutual Funds

Hi, Do you have any existing investments in Mutual Fund Schemes?

Dear Mr. Srikanth
My portfolio is as below since for the last two years for regular mutal funds@SIP  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 Axis long term equity fund (ELSS) G-1000 The total amount deposited is 1.40 and current value us 1.64 lacs.   Please advise.

Hi, If one your investment objectives is to save some taxes then can consider investing a portion of your lump sum amount in Axis LTE fund. The remaining balance can be invested in funds like ICICI Value discovery / Franklin HGC Fund. Related article : Why your Best Mutual Fund Schemes may not remain as ‘the best’? | Categorization & Rationalization of MFs

Sir Can you suggest if I can invest 40k in sbi consumption opportunities fund. Will that be a good move. Whether I should go for direct GROWTH or regular GROWTH for a period of 7-10 years

Hi, SBI Consumption opp fund is a sector based fund (FMCG). So, the risk profile is on the higher side. If you are ok with the associated risks, you may go ahead.

Sir Can you suggest some aggressive with good returns MF where I can invest a lumpsum of 40k for a period of 7-10 years

Hi, You can allocate the investment corpus to your existing schemes itself. For ex : Franklin High growth Cos fund.   Related article : Best Mutual Funds 2018-19 | Top Equity Funds post SEBI’s Reclassification

Dear Mr. Srikanth
My portfolio is as below since for the last two years for regular mutal funds@SIP 
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
Axis long term equity fund (ELSS) G-1000
The total amount deposited is 1.40 and current value us 1.64 lacs.   Can you please do portfolio analysis for me.  Also please suggest if I can shift all the regular GROWTH plans to direct GROWTH plans online by myself. Will that be beneficial 
 

Hi, I believe that there are better Mid-cap funds than Axis mid-cap. You may have a re-look at this. Related article : Best Mutual Funds 2018-19 | Top Equity Funds post SEBI’s Reclassification Yes, you may switch from Regular to Direct plans. Kindly read : Switching to Direct Mutual Funds From Regular MFs? Keep in mind these handy tips!

Sir Please look into my portfolio and suggest if I can start another SIP in  Mirae Asset Emerging Bluechip Fund or SBI small cap fund or rather I should continue with my existing funds. I have already invested the lumpsum in Franklin high growth companies fund and ICICI value discovery fund as per your suggestion. Thank you for the suggestion and please suggest for this obe

Hi, In case, you are looking to make investments in a Mid-cap or Small cap fund, you may consider any one of the below ones ; Top Mid-Cap Mutual Fund Schemes

• Franklin India Prima Fund
• HDFC Mid-cap Opportunities Fund
• Franklin India Smaller Companies Fund
• Under Small-cap Fund category, you may also consider funds like SBI Small cap or L&T Emerging Businesses Fund.

Dear Mr. Srikanth
My portfolio is as below since for the last couple of  years for regular mutal funds@SIP@Growth
AXIS Midcap Fund (G) -1000
ICICI Pru Value Discovery Fund (G)-1000
Axis long term equity fund (ELSS) G-1000 SBI Small cap-1000 Axis Focused 25-35k(Lumpsum). Shoul I go for one more aggressive fund or should I focus on the present portfolio and increase the SIP there.
 
Please advise.

Hi, May I know your investment objective (goal) and time-horizon??