Hi Srikanth Anna,
I hope you are doing good.
Could you please review my mutual funds below? All are Direct-Growth Option.
FRANKLIN INDIA BLUECHIP FUND – 5000
FRANKLIN INDIA PRIMA FUND – 5000
SBI Magnum Multicap Fund - 2500
I am holding FT funds since 2014 and added Multi cap fund in 2018 Apr as per your suggestion..I do not see any issues in multicap fund as of now.
As I am seeing now a days, switching from Large cap to Index funds..will that be a good Idea here in my case? If yes, Please suggest Index fund
I will be adding 2500 more to Multicap fund from June 2019- will that be OK?
Thanks,
Ram.
2 Answers
Dear Ram,
Has your investment in FT Bulechip fund meeting your expectations?
May I know your investment time-frame?
I don’t want to touch for 20 more years
If so, suggest you to kindly continue with your investments..
Kindly note that most of the multi-caps have now higher allocations to large cap stocks (Fund's portfolio can change over a period of time though..).
Hence the portfolios of FT Bluechip Vs SBI Multi-cap overlap by around 40%.
Related article :
Mutual Fund Portfolio Overlap Comparison Tools
in this case what would you suggest?
Please login or Register to submit your answer