MF Portfolio Suggestions

Q & A Forum › Category: Investments › MF Portfolio Suggestions

HARI PRASAD asked 7 years ago

My age is 33 years. I have 4 mutual funds in my portfolio. I invested in these funds since June 2016

HDFC HYBRID EQUITY FUND (DIR) G
SBI BLUE CHIP FUND (DIR) G
FRANKLIN INDIA SMALLER COMPANIES (DIR) G
MIREA ASSET EMERGING BLUE CHIP (DIR) G

I invest in all these funds Rs.1000/- per month for 25 years, I want switched from SBI BLUE CHIP DIRECT PLAN (it gives very low returns) to SBI MAGNUM MULTI CAP OR SBI SMALL CAP FUND for 25 years. Is it wise decision or not. If your's reply is ok which fund is better SBI MAGNUM MULTI CAP OR SBI SMALL CAP FUND. Kindly advice me sir.

1 Answers

0 Vote Up Vote Down

Sreekanth Staff answered 7 years ago

Hi, Since you already have a small cap fund in your portfolio, can skip adding one more Small cap fund. As you are investing for a long-term, kindly do not churn your portfolio based on the short term market fluctuations. All the four funds are decent choices, you may continue investing in them.