DWQA User Profile rajarajagopalQuestions(8)Answers(13)Posts(0)CommentsThanks Sree. will check that. and move money from value oriented fund to good multi-cap fund.On Answer for Need suggestions regarding my MF SIP investmentsHello Sree,For the ongoing SIP, I will continue my SIP till I can. But for the FIBC and ABSL Pure value fund, instead of keeping it in not performing fund, I thought of change it to some other good fund for 3 years. That's what I mention the horizon period is three years.Thanks,Raja Rajagopal On Answer for Need suggestions regarding my MF SIP investmentsHello Sree,Good Morning. Thanks for reply.Below are the ongoing SIP in my name and my spouse name.L&T Mid cap - Rs. 3,000L&T Infrastructure - Rs. 1,000 (planning to stop after Dec month)Franklin Build India - Rs. 1,000 (planning to stop after Dec month)and for tax purposeABSL Tax Relief 96 - Rs. 3,000Mirae Asset Tax Saver - Rs. 3,000 (Apart from PF and VPF)In my spouse name:-------------------------HDFC Hybrid EQ - Rs. 3,000Mirae Asset Large Cap Fund - Rs. 4,000Nippon Small Cap - Rs. 2,000 (Started a year back as Regular Plan)Please advise.Thanks & Regards,Raja RajagopalOn Answer for Need suggestions regarding my MF SIP investmentsSorry Sree.. will post it in my questions.On Answer for Need advise on My Mutual Fund investments / portfolioHello Sree,Good Morning.Hope you and your family are doing good.I have gone through your recent post Top 15 best Mutual Funds 2020. I knew your are very busy, however, need an advise from you on my investment in Largecap. I have invested around 1,00,000 on the below Large cap funds. In that Franklin India Blue Chip star rating got reduced. Shall I keep my money on FIBC fund or I can take it out and invest in other good Large cap.Horizon Period would be 3+ years.Franklin India Blue Chip - 1,00,000 (investment started as lump sum between Nov 2016 to Dec 2018).ICICI Pru Bluechip - 1,00,000 (investment started as lump sum between May 2016 to Jan 2019).Also need an advise from ABSL Pure value fund too. In this also invested 90,000 as lump sum in 2018. Value research changed to single star rating for ABSL and FIBC. I do not know why all the Franklin Funds ratings got changed.Please advise me. Also planning to contact a paid advisor which is referred by you.Thanks,Raja RajagopalOn Answer for Need advise on My Mutual Fund investments / portfolioThanks Sree. Basically I am following your advise. The below points only I am lacking. Like How to change or modify the portfolio over a period of time (Like after a year)Do note that portfolios of MF Schemes do change over a period of time. So, performance review, overlap check, re-balancing etc should be done periodically.Thanks & Regards,Raja RajagopalOn Answer for Need suggestions regarding my MF SIP investmentsSree,can you please give advise on my investments?On Need suggestions regarding my MF SIP investmentsThanks SreeOn Answer for Regarding SIP date ExtensionThanks Sree. will consider the same. Mean while, Could you please suggest me a fund where I can invest this amount.Thanks,Raja RajagopalOn Answer for Regarding SIP date ExtensionHi Sree,Good Morning.Once again for this year, investment. I have the following SIP's. Currently I have only retirement plan. Shall I continue my SIP's with same funds. Or Do I need to any changes?Franklin Build India Fund - Direct Plan Rs.1000L&T Infrastructure Fund - Direct Plan Rs.1000ICICI Prudential Value Discovery Fund Rs. 2000Franklin India Prima Plus Fund - Direct Plan Rs. 3000Mirae Asset Emerging Bluechip Fund - RP Rs.2000IDFC Premier Equity Fund - RP Rs. 2000Franklin India Smaller Companies Fund Rs. 2000HDFC Balanced Fund - Direct Plan Rs. 2000I know very well, I have too much of fund in my portfolio. But somehow, I have started with my agent. Most of the funds started on 2016.Please advise on this.Also I had invested 1,00,000 in Tamil Nadu Power Finance & Infrastructure Development Corporation Ltd. and now it got matured with 1,19,150. Planning to re-invest this amount in the same for 2 years. Kindly advise me on this too.Thanks & Regards,Raja Rajagopal On Answer for Regarding SIP date ExtensionCrop
