Advice on mutual funds investment

Q & A ForumCategory: InvestmentsAdvice on mutual funds investment
Harleen asked 4 years ago
Hi, I've done/doing the lumpsum/SIP investment in the following mutual funds (direct, growth) since 2018. Please advice shall I continue the investment?
  1. L&T India value (Lumpsum)
  2. ICICI bluechip mutual fund (Lumpsum)
  3. ICICI equity and debt fund (Lumpsum)
  4. HDFC balanced fund (Lumpsum)
  5. Mirae asset emerging blue chip fund (SIP, continuing)
  6. Kotak Standard Multicap fund (SIP, continuing)
Regards, Harleen
3 Answers
Sreekanth Staff answered 4 years ago
Dear Harleen, May I know your investment horizon?
Harleen replied 4 years ago

7 -10 years

Harleen replied 4 years ago

I started investing in 2017 and not seeing high returns.

Sreekanth Staff answered 4 years ago
Hi, Kindly note that Equities do not guarantee any high return, but we need to invest them for long term with a HOPE of beating inflation.  Also, one needs to have property asset allocation (invest in different asset classes as well). Related article : What is an Uncorrelated Investment Portfolio? | Importance of Non-correlated Assets in Portfolio Diversification You may kindly continue with your investments in the above mentioned funds.
Harleen replied 4 years ago

What is Property asset allocation? are you asking to invest in property besides investing in mutual funds?

Sreekanth Staff answered 4 years ago
Hi, Regarding Mirae emerging bluechip fund the limit of INR 2500 is for fresh registrations only I guess.. Did you check with the AMC on the maximum SIP amount?
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