Hi Shrikanth ,
First of all thanks for sharing your valuable knowledge with us through relakhs. It really helped us to understand the basics and helped us to create portfolios which can meet our goals. Time to time I getting my portfolio reviewed here , today again the same . Also I have more than recommended MFs so wanted to know from following portfolio which MF I can remove.
All these MFs having 3k SIP and started with long term view of at least 10 yrs. Rest I do have 1 CR term plan and 10 lakhs for health insurance. Can you please review the portfolio and suggest which MF I can remove and/or any new addition I can do .
Franklin India Focused Equity Fund GROWTH
ADITYA BIRLA SUN LIFE FRONTLINE EQUITY FUND - GROWTH
SBI BLUE CHIP FUND - REGULAR PLAN - GROWTH
Franklin India Equity Fund GROWTH
ICICI PRUDENTIAL VALUE DISCOVERY FUND - GROWTH
HDFC HYBRID EQUITY FUND - REGULAR PLAN - GROWTH
Aditya Birla Sun Life Midcap Fund - G
Reliance Large Cap Fund - Growth
1 Answers
Hi,
Thank you for following my blog posts and for your appreciation!
You have three Large cap oriented funds in your portfolio ;
- ADITYA BIRLA SUN LIFE FRONTLINE EQUITY FUND – GROWTH
- SBI BLUE CHIP FUND – REGULAR PLAN – GROWTH
- Reliance Large Cap Fund – Growth
Please login or Register to submit your answer