Hello Sreekanth, Based on your suggestion, I invested Rs. 15000 p.m. in the following MF\'s @ 2500 per month.
SBI Blue Chip - Direct Plan Growth
Franklin India Tax shield
Franklin Smaller Co Fund
L&T Value fund
HDFC Mid Cap Opp Fund
DSP micro cap Fund
kindly let me know if they are good involvements or if i may alter some to some other... Also if i wanna further invest Rs. 5000 per month in one or two MF's, which could they be?? What quantum of investment today can reasonably assure me of a 50 lakh kitty post 6 years, and another 50 lakhs post 11 years.. waiting for your response....
Thanks & regards,
Shweta
1 Answers
Dear Shweta, Your portfolio looks fine. You have two mid-cap & one small-cap funds, in case, you would like to reduce your portfolio risk a bit, you may consider reducing allocation to one of these and may add one Equity oriented balanced fund to your portfolio. Kindly go through below articles and try to make use of the available calculators ; https://www.relakhs.com/retirement-planning-calculator-3-easy-steps/ https://www.relakhs.com/calculate-kids-education-goal-amount/ https://www.relakhs.com/best-balanced-mutual-fund-schemes-review/ https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/
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