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Advice on mutual funds investment

Last updated: November 13, 2020

Q & A Forum › Category: Investments › Advice on mutual funds investment
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Harleen asked 3 months 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

2 Answers
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Sreekanth Staff answered 3 months ago

Dear Harleen,
May I know your investment horizon?

Harleen replied 3 months ago

7 -10 years

Harleen replied 3 months ago

I started investing in 2017 and not seeing high returns.

0 Vote Up Vote Down
Sreekanth Staff answered 3 months 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.