Mutual Fund Portfolio - Review & Advice required

Q & A Forum › Category: Mutual Funds › Mutual Fund Portfolio – Review & Advice required

arindam.guha asked 9 years ago

Sir I have started investing in SIP from September last year. My age is 45 years and I am into Pharma sales. I have a 3.5 years old daughter. I am new to SIP and was guided by my relative's financial adviser to invest in this portfolio. AXIS Midcap Fund (G) -1000 ICICI Pru Value Discovery Fund (G)-1000 Franklin India Ultra-Short Bond - Super Ins(G)-50000(STP) Franklin India High Growth Companies Fund (G)-1000 Franklin India Smaller Companies Fund (G) -1000 Please give your valuable advice regarding my portfolio and my plan is for 8-10 years approximately.

arindam.guha replied 9 years ago

Sir

Thank you very much. Should I change Axis mid cap to some other funds. I want to make two more investment of 1000 each in two funds for a period of 8-10 years approximately. Please guide me in this regard.

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Sreekanth Staff answered 9 years ago

Hi, ICICI & Franklin funds are good ones. There are better funds in mid-cap space than Axis mid-cap fund. Ex - HDFC Mid-cap opportunities fund. Kindly read below articles: http://www.relakhs.com/calculate-kids-education-goal-amount/ http://www.relakhs.com/personal-financial-planning-articles-list/

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arindam.guha answered 9 years ago

Sir Thank you very much. Should I change Axis mid cap to some other funds. I want to make two more investment of 1000 each in two funds for a period of 8-10 years approximately. Please guide me in this regard.

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Sreekanth Staff answered 9 years ago

Hi, You may kindly go through my latest article on best mutual funds to invest in 2017: http://www.relakhs.com/best-mutual-fund-schemes-2017/