DWQA User Profile vijayaQuestions(12)Answers(3)Posts(0)CommentsSure Mr.Sreekanth84 year old motherEQUITY FUNDS1.HDFC Capital builder fund2,HDFC Equity fund3.Axis long term4.HDFC Midcap Opportunities5.Birla Frontline Equity6.ICICI FMCG7.SBI FMCG8.L and T Midcap9.SBI Blue chipBALANCED MF1.HDFC Balanced Fund2.Tata Balanced Fund3.Balanced 954.HDFC Prudential5.SBI Balanced6.Birla Balanced7.HDFC Balanced AdvantageDEBT MFs1.HDFC MIdterm Opportunity Fund2.ICICI Prudential Advisor Series Dynamic Acrual3.Birla Sunlife Treasury Optimizer FundVijaya -age 55EQUITY1.Birla top 1002.SBI Blue Chip3.HDFC Small cap4.Axis long term5.HDFC Midcap Opportunity6.Birla Frontline7.ICICI FMCG8.SBI FMCG9.L and T MidcapBALANCED MFs1.Tata Balanced2.HDFC Balanced3.ICICI Prudential Advantage Fund4.Birla Frontline5.SBI Balanced6.HDFC Balanced Advantage7.HDFC HybridDEBT MFs1.Birla Sunlife Medium term2.BSL Dynamic Retail3.HDFC MTOGT4.ICICI Prudential Advisor Series5.BSLTreasury OptimizerOn Answer for MF – SuggestionsDear Sreekanth,1.Yes, mother does invest in MFs since the last 1 year.Axis Long term HDFC Mid capICICI FMCGSBI FMCGBalanced fundsHDFC MTOGTBSL Dynamic and Medium term etc debt fundsL&T is a new suggestion.So we wanted your advice.2.So is 100 % Equity fund Birla Frontline safe ?At the age of 84, mother does not want high risks.VijayaOn Answer for Suggest/Review my Mutual fund investmentsDear Sreekanth,I read the nice article.Thankyou.I already invest in : MFs Debt,Balanced,Equity and SIPs.Also Bank FDs for Emergencies only.PPF every year.Now please advise about the following into which I have not yet ventured1.Shares2.Bonds3.Debentures4.Gold5.Postal saving schemes6.LICBuying Real estate is prohibitive for me.Vijaya(55 year old Consultant Doctor,No particular financial Goals.)On Answer for Investments other than MFsDear mr.Shreekanth,Thankyou for your prompt response.A)My existing MFs are all DIRECT, GROWTH.Scheme namesEquity MFs1.Birla Top 1002.SBI MF Blue chipBalanced1.Tata Bal.Fund2.HDFC Balanced fund3.ICICI Prudential Bal. FundDebt1.BSL Sunlife medium Term2.BSL Dynamic Fund Retial Growth Plan on BSL asset Mat Co.Ltd3.HDFC Medium term opportunity Fund4.ICICI Prudential AdvisorSeries Dynamic Fund Accrual plan with medical advantage5.BSL Treasury optimizer fundSIP HDFC Small cap fundLiquid ,Reinvestment Weekly DividendHDFC Cash Management Fund saving planThanks,Dr.VijayaB) I can invest Long term 4 to 5 years On Answer for Distribution of SavingsCrop
