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POSTED BY ON May 17, 2013 12:24 pm COMMENTS (7)
Query 1:
Planning to start SIP for the below funds with amount of RS 5 K each .(total 10k) and duration will be around10 years.
Franklin india Bluechip
Quantum Long Term Eq.
I am expecting some more bulk funds like 50k – 1L in near future. My query is can i go ahead and invest the surplus in this two funds. whether i should check market and NAV is low and buy the units or Simply purchase whenever i will get surplus amount.
Because i am in confusion between this SIP and lumpsum investment goes in single time frame or have to wait and split the Lumpsum to SIP mode.
Query 2 :
When i was searching Diversfied Eq mutual funds in moneycontrol. i am not getting the above funds in the list. Really i am not sure how this above funds differ from diversified EQ funds. These 2 funds was mostly recommended by experts/websites.
Reliance Equity Oppor – is Diversfied fund, but when i see their portfolio, the way the sectors are invested in same like the above two large cap funds.
So please explain between Large cap vs diversified eq funds.
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Don’t go for lumpsum investment. Very risky. Divide the amount in 5-6 monthly instalments
Dear Dev, Ok I got it. As per Moneycontrol, the Eq. diversified is what i’m telling as multicap. I.e. fund ‘ll invest in large, mid as well as small caps.
Thanks
Ashal
i suggest you to refer’ valueresearchonline.com’ and ‘morningstar.in’ sights for indian mutual funds.
Yes i am confused when i checking moneycontrol to compare these 2 below funds , Fund class was mentioned as Large Cap and Diversified Eq. So i thought of clarify with you, I cannot copy the entire comparison table here for your reference, Just i copied for your view
Scheme Franklin India Bluechip Reliance Equity Opportunities Fund
Fund Class Large Cap Diversified Equity
Dear Dev, I think you are confusing a bit between Large cap & Eq. diversified funds. Actually all Eq. funds are diversified funds. I assume you are asking for Large cap v/s Multicap fund.
Well both are good. The only difference lies in the fact that there is a concentration of large cap stocks in a large cap funds whereas in a multicap fund, there can be midcap as well as small cap also.
thanks
Ashal
Dear Dev, please invest the lump sum amount also in the same funds & in one go. Regarding the classicication of funds into different categories, there are various sites & their own yardsticks. So chose on your own.
For the 2 funds selected by you – I’m investing my own money.
Should I say more?
thanks
Ashal
Thanks ashal . No doubt about the funds,
Just to clarify myself between Large cap and Diversified EQ funds. i was raised the query .
Because when i read multiple websites about MF investments, most of the recommendations are about Diversified funds. So i was eager to know is there any big difference exist between these 2 classifications in terms of investment strategy and any other factor which was not understood by the first time investor like me.