Already invested in kotak select focus fund Rs 7000 pm. Planning for investing rs 35000 monthly. Aim is long term wealth gain. 10 to 15 years time frame.
Age 34. two daughters of 8 and 5 years old. Plz suggest some good funds.
7 Answers
Hi,
Kotak Select focus is a large cap / diversified fund with a focused investment strategy (picks limited no of sectors).
You may consider 2-3 funds from diversified , balanced and mid/small cap categories.
For ex: Birla Equity fund / Franklin High Growth cos fund, HDFC Balanced fund and Mirae Emerging bluechip / Franklin Prmia fund etc.,
Suggest you to kindly go through below articles :
https://www.relakhs.com/personal-financial-planning-articles-list/
https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/
https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/
https://www.relakhs.com/best-mutual-fund-schemes-2017/
https://www.relakhs.com/mutual-fund-schemes-categorization-latest-guidelines/
https://www.relakhs.com/200-day-moving-average-dma-mutual-funds/
I have selected BSL Frontline equity fund . Mirae Asset Emerging blue chip fund. HDFC Balanced fund. Rs 20000/ each. All direct-growth option
Plz comment
Is there any common app for follow up as well as transaction of both cams and karvy managed funds.
As i have selected 3 funds but , out of which two are managed by cams and one is managed by karvy
Hi,
You may create a dummy portfolio with the same set of invested schemes in portals like moneycontrol, valueresearchonline or Economic times etc.,
MC & ET have their APPs..
If i start investing rs 50000 from this month on as sip what will be the LTCG implication
Whether my existing investment come under the purview of LTCG
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