I am 30 years old investing in MF from last year onwards. I have invested through SIP in following four funds of each 2000 Rs. 1) ABSL Front Line Equity - Growth, 2) Most Focused Multi Cap 35 Fund - Growth, 3) L&T India Value Fund - Growth, 4) Reliance Small Cap Fund - Growth. I am planning to invest 10+ years. Please suggest me am I in a correct path?
Oct 23, 2017 by J. Ashok Kumar, Salem | Mutual Fund
Thanks for writing to Bridge Investments. Happy to see that that the funds you have invested in all are good performing from their respective categories. You have equal SIP allocation of 25% each in large cap, diversified, mid cap and small categories... Read More
I would like to seek your good advice on the following mutual fund SIP investments that I have made. 1) Kotak Select Focus Fund (G) - SIP of Rs 3000, 2) Motilal Focused Multicap 35 (G) - SIP of Rs 3000, 3) HFDC Midcap Opportunities Fund - SIP of Rs 3000, 4) SBI Small and Midcap Fund - SIP of Rs 2000. I am 27 years old and looking forward to invest for a long time period of 15 to 20 years or even more. Currently, I hold similar investments in SBI Mutual Fund since July 2016 a) SBI Blue Chip – Rs 3000 SIP, b) SBI Midcap Fund - Rs 3000 SIP, c) SBI Multicap Fund - Rs 3000 SIP. What would your suggestions on these selections?
Oct 10, 2017 by Sumit, Bangalore | Mutual Fund
You have selected good mutual fund schemes for your monthly SIPs. But we are not sure if you have already started the SIPs or planning to start the same. If you are yet to start, then kindly note that SBI Small and Midcap Fund is not accepting any investments as... Read More
My age is 33 and I have 2 years kids. I am investing 2500 each in ICICI Prudential Value Discovery Fund Growth and SBI Magnum Multicap Fund Growth from the last one year. After 20 years I need 1 Crores in my hand. Can you please tell me how much monthly amount has to be invested?
Oct 10, 2017 by Somnath, Coimbatore | Mutual Fund
You are investing Rs 5,000 through monthly SIPs in diversified equity funds. By investing Rs 5,000 a month you can accumulate a corpus of only Rs 50 Lakhs after 20 years assuming returns to be at 12%. But as your target is to reach Rs 1 Crore after 20 years, you... Read More
I want to put RS 10 Lakhs as lump sum in balanced funds for 10 years or more. My aim is to create long term wealth and therefore I am ready to take adequate risk. I have some idea about balanced funds but now-a-days market is near its lifetime high. So is it advisable to put 10 Lakhs in lump sum? Is investment in the balanced funds good also at higher market level?
Oct 10, 2017 by Mohan, Trichy | Mutual Fund
We are happy to note that you have a long term investment horizon for investing in mutual funds. Investing in mutual fund equity and balanced funds are all about long term investing as you benefit from compounding from the best investment asset class... Read More
I have a doubt that I want to invest 2 Lakh in lump sum as an emergency fund amount so that I can withdraw at any point in time I want. So where do I need to invest please reply me as soon as possible?
Oct 10, 2017 by Muthu, Chennai | Mutual Fund
You can simply invest in liquid mutual funds to park your investible surplus of Rs 2 Lakhs. You can invest in liquid funds even for one day. Liquid funds are best alternative to park your surplus cash. Also, you can redeem liquid funds within one working day. Please... Read More
I wish to invest 300000 for 7-10 years. Which MF or any other instruments is good with respect to best return & safety too?
Oct 10, 2017 by Karthick, Bangalore | Mutual Fund
As you want to invest for 7-10 years and also looking for return with safety, we think, you can invest in large cap equity funds and equity oriented balanced funds. We could have suggested you diversified or mid-cap funds as well but not doing so as you have... Read More
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