Mutual Fund Portfolio review (Long-Term horizon)

Q & A Forum › Category: Financial Planning › Mutual Fund Portfolio review (Long-Term horizon)

mayankbhatia5 asked 8 years ago

HI Shree, Can you please help to review the MF portfolio and advise further.I am 27 year old. My investment horizon shall be as range between 5 to 15> years depending upon needs.

Birla Sun Life Top 100 Fund - Growth @5K
L&T Midcap Fund - Growth @2.5K
Mirae Asset Emerging Bluechip Fund - Regular Plan Growth@5K

My concerns:

Can you please review & advise if above seems to be fine
How about Kotak select focus or Kotak opportunities fund?
Please advise which MF should hold for long

2 Answers

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Sreekanth Staff answered 8 years ago

Hi, The three listed funds are good ones. However, as you are not very sure about the time-frame, you may pick one out of the two mid-cap funds and can consider adding one equity oriented balanced fund.. Suggest you to kindly hold on to mid-cap fund for long-term. Suggested readings : https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/ https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/ https://www.relakhs.com/mutual-fund-schemes-categorization-latest-guidelines/

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Prakash hegde answered 8 years ago

Dear sir, I am 26 years old, i have start investing in mf, plz suggest me 2-3 best funds including balance fund, ELSS and debt. My current investments in SBI magnum multicap fund 1000rs/month SBI magnum bluechip fund 1000rs/month Thanks Prakash

Sreekanth Staff replied 8 years ago

Dear Prakash.. Suggest you to kindly post a new question (separate forum thread).