Mutual Funds Selection for SIP Large and Mid Cap

Q & A Forum › Category: Investments › Mutual Funds Selection for SIP Large and Mid Cap

Animesh asked 8 years ago

Hello Sreekanth, I am 35 years and currently investing in 3 MF schemes (1 mid cap and 2 multi caps) SIP monthly 5k each. Kotak Emerging Equity Scheme RP (G) Principal Multi Cap Direct (G) M Motilal Oswal Multicap-35 Direct (G) With an investment horizon of 5 years I want to start a monthly SIP of Rs10k in a Large & Multicap Fund. Please advise which would be good in which I can expect 20-25% returns in 5 year horizon. If also some debt/Arbitrage funds you can suggest where I can park my funds for short term 2-3 years. thanks Animesh

1 Answers

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Sreekanth Staff answered 8 years ago

Dear Animesh, If you require the accumulated corpus in 5 years, advisable to consider Hybrid equity funds (balanced) and investing in Mid-cap funds can be a risky bet. For 3 year horizon, you may consider investing in Short term Debt funds.