Portfolio review - MFs

Q & A Forum › Category: Mutual Funds › Portfolio review – MFs

103418 asked 9 years ago

Dear Sreekanth, First I would like to Heartily Thank you for pioneering all of us. My self Mohit, Age 36. My goal is to maintain a healthy investment portfolio. Please have a look at my current investment portfolio.

Axis long term equity / lumpsum One Lakh / maturing in March 2017.
ICICI Pru Value Discovery fund Regular Plan (G) / SIP-5K/- PM. since Jan. 2015.
DSP BR Tax Saving plan Direct (G) / lumpsum / 30k / since Jan.2017.
Reliance Money Manager Fund Direct (G) / lumpsum 10k through Simply Save Mobile App.

Pls. suggest some funds for SIP. Also suggest some balanced funds. Thanks & Regards, Mohit G.

4 Answers

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Sreekanth Staff answered 9 years ago

Dear Mohit, May I know your investment time-frame & objectives??

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103418 answered 9 years ago

For the period of next 5-8yrs.

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Sreekanth Staff answered 9 years ago

Hi, More or less these (1, 2 & 3) are Multi-cap oriented funds (though two of these are ELSS funds). So, kindly check overlap among these three. Kindly read: MF portfolio overlap analysis tools. How to select right mutual fund scheme?

103418 replied 9 years ago

Thanks for referring such knowledgeable link. Axis Long term is going to matured. Pls.suggest.and help me to build a better investment portfolio.
Thanks….

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Sreekanth Staff answered 9 years ago

Hi, You may add one Balanced fund to your portfolio. Kindly read : Best Equity funds to invest in 2017.