Help to select right fund (Small/Mid/Large Cap)

POSTED BY Jai ON November 7, 2013 7:38 pm COMMENTS (4)

I was having SIP earlier in below funds.

  • Small/Mid Cap – DSP BlackRock Micro Cap Fund
  • Large Cap – DSP BlackRock Top 100 Equity Fund

Looking at performance of these funds, I would like to switch to

Small/Mid Cap Category

1. SBI Emerging Businesses Fund (G)

2. Birla Sun Life MNC Fund (G)

Large Cap

1. BNP Paribas Equity Fund (G)

2. ICICI Pru Focused Bluechip Eqty (G)

Please advice if this would be right step.

4 replies on this article “Help to select right fund (Small/Mid/Large Cap)”

  1. Sumit says:
    November 8, 2013 at 7:11 pm

    Hi Amit,

    STP is not possible among different fund houses.

    You can SWP from one fund, and invest as SIP the same amount in different fund house funds.

    Thanks
    Sumit

    Reply
  2. Sumit Nandy says:
    November 8, 2013 at 6:54 pm

    STP is not possible among different fund houses.

    You can SWP from one fund, and invest as SIP the same amount in different fund house funds.

    Thanks
    Sumit

    Reply
  3. Amit AB says:
    November 8, 2013 at 6:26 pm

    Thanks Sumit.

    IS STP possible among funds from different fund houses if I have to move from DSP Blackrock to any of above suggested or do I need to redeem and reinvest?

    Reply
  4. Sumit says:
    November 7, 2013 at 9:47 pm

    If I were you, I would be selecting the followings:

    Small/Mid Cap Category
    1. SBI Emerging Businesses Fund (G)
    2. IDFC Premier Eqty

    Large Cap/Large-mid
    1. ICICI Pru Focused Bluechip Eqty (G)
    2. Quantum long term Eqty fund OR UTI Oppertunities

    Thanks
    Sumit

    Reply

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.