Mutual Fund investments & REIT - Suggestions

Q & A Forum › Category: Investments › Mutual Fund investments & REIT – 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 am investing Rs.1000/- per month in all these funds for 25 years. I want to replace SBI BLUE CHIP FUND with ADITYA BIRLA SUN LIFE TAX RELIEF 96 FUND or add ADITYA BIRLA SUN LIFE TAX RELIEF 96 FUND in my portiflio. I want to invest in REIT (REAL ESTATE INVESTMENT TRUST) this idea is good or not. How to invest in REIT. Which is the best way invest in REAL ESTATE MARKET not buying property. Please advice me sir. Thanks in advance.

2 Answers

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Sreekanth Staff answered 7 years ago

Hi, May I know why do you want to replace the SBI fund with Birla fund? Is it for your tax saving purposes? REITs are not available for Retail investors in India. We can expect their launch in this calendar year. Related articles :

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Sreekanth Staff answered 7 years ago

Hi, The launch dates of the Funds differ. You may wait for sometime for REITs to be available for Retail investors.