March 5, 2014 3:21 pm
I am planing to invest in mutual funds monthly 12000-15000. Selected some funds , please advice which best. I am looking for the return in 10 year.
Dear Tejal, I already provided my inputs. If you are in search of any guarantee of return. Sorry, no market linked instrument can provide guarantee of return.
I am not sure this is right funds, need your advice.
Dear Tejal, if you are happy with the opted funds, invest in them. No problem.
Again HDFC top 200 last 3yr, return arounf 5.5
Is the below allocation good
Quantum long term equity fund
SBI emerging or HDFC MID cap
ICICI Pru Focused BlueChip Eq
Dear Tejal, please look at the long term return generated by FIBCF. alternatively, put all the money into Quantum LTEF itself. If you want to invest in any other fund, it can be HDFC Top 200.
frnaklin blue chip is not performing much in last 3yr, return 5.7 %
Quantum – selected
how about icici, hdfc and sbi funds
how about hdfc and sbi funds
Dear Tejal, please invest in only 2 funds. Franklin India Bluechip and Quantum Long Term Eq. Both fund’s growth option.
In next 15 year for my child education, marriage and secure life.
Dear Tejas, do you mean to say that after 10Y, you ‘ll redeem all your investments from MFs? Any specific reason, goal, target for this?
You can invest 2 Large cap and 2 Mid Cap and may be one in Balanced/Sectorial Fund.
In Large Cap, you can invest in ICICI Pru Focused Bluechip. HDFC Top 200 is not performing so well in recent past.
In Large-MidCap, you can invest in Quantum Long Term or HDFC Equity
In MidCap, IDFC Premier Equiry and SBI Emerging Business.
Some of the balanced funds like HDFC Prudence and ICIC Pru Balance are performing on par with Large/mid cap. You can Invest in these funds as well.
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