Dear sir,
below are my mf investments
invested amount
HDFC hybrid equity fund - 50000
ICICI prudential mutual fund - 50000
ABSL Frontline equity fund - 40000
SBI Blue chip fund - 40000
L&T infrastructure fund -40000
MIRRAE asset mutual fund (sip of 5000 pm) - 25000
sir could you suggest me to improve upon my portfolio and is it right time to invest since nav have gone down. my aim is to invest for long time (approx 5ys )
amt to invest rs 1 lacs
3 Answers
Hi,
May I know the scheme names of ICICI & Mirae??
Do you need the accumulated corpus after 5 years?
sir,
details asked as given below:
1.my icici mf is ICICI Pru dynamic plan – growth &
mirrae mf is – Mirrae Asset emerging bluechip fund -direct plan
2. I need the corpus money after 10 yrs.
Sir,
details asked as given below:
- ICICI - ICICI Pru dynamic plan - growth
- Mirrae - Mirrae asset emerging bluechip fund - directplan
- requirement of corpus after 10 yrs
Hi,
If your investment horizon is around 10 years, you may continue with your investment plan and also make additional investments in your existing portfolio.
However, you may kindly avoid investing in multiple funds from same fund category. Generally the portfolios of funds from same fund category may overlap (on the higher side).
Ex : Birla Frontline & SBI bluechip.
Kindly read :
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