Dear Srikanth,
I have been following your blog & investing thro SIP from last year for long term (5&above).
All are regular plan 1)BSL frontline equity(G) -Rs5000 (Large cap) 2) Franklin high growth(G)-Rs5000 (Diversified) 3) Reliance top 200(G)-Rs5000 (Multicap) 4) HDFC prudence(G)-Rs5000 (Balanced) 5) UTI midcap (G)-Rs5000(Midcap) .
The above said funds are ok?. Also pls suggest any other one good fund for lumpsum & intermittent SIP when ever get surplus money in Direct plan for 5 years term.
Thank you. Regards Murali
1 Answers
Dear Murali,
Suggest you to kindly check for any high portfolio overlap between Franklin High growth fund and Reliance Top 200 fund. Read: MF Portfolio overlap analysis tools.
Also, the fund manager of UTI mid-cap fund has been changed, so kindly track its performance closely for next 12 months or so.
You can consider investing additional funds in HDFC Prudence fund. Read : Top balanced funds.
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