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 considering current market scenario.
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
BNP Paribas India Consumption Fund - Growth (one time 15k Investment during NFO)
Nippon India Large Cap Fund - Growth
1 Answers
Hi,
Thank you for your appreciation!
You have three large cap oriented funds. You can keep one out of these three or totally make a move to a large cap index fund like UTI Nifty fund.
Instead of Franklin Equity & Franklin Focused fund, you may consider any better performing Multi-cap fund. Ex : Kotak Multi-cap fund etc.,
Hybrid fund can be continued.
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