Should I hold or Switch my Mutual Funds ?

POSTED BY dhiman1966 ON April 7, 2014 8:31 am COMMENTS (6)

Need advise whether to hold funds or switch

1) Hdfc equity fund (g) sip 1000 since 2007
2)  Icici pru infrastructure fund (g) sip 1000 since 2007
3)  Reliance growth fund(g) sip 1000 since 2007
4) Sbi contra fund reg(g) sip 1000 since 2007

My aim is to keep fund as investment till more 13-15 years.

6 replies on this article “Should I hold or Switch my Mutual Funds ?”

  1. seenujgs says:

    Dhiman

    Please consider Birla Sun Life Front Line Equity and Franklin India Blue chip fund for new funds

  2. ashalanshu says:

    Dear Dhiman, please continue with HDFC Eq. and Rel. Growth.

    Thanks

    Ashal

  3. ashalanshu says:

    Dear Dhiman, please opt out from IPru Infra and SBI Contra for mopney older than 1Y. Deposit the amount in the remaining 2 funds. Stop fresh investment also in Infra and contra and diver these SIPs also in HDFc Eq. and Rel. Growth.

    Thanks

    Ashal

    1. dhiman1966 says:

      any suggestion for new funds ???

  4. ashalanshu says:

    Dear Dhiman, when did you invest in these funds? Lump sum or SIP? What was the original purpose?

    Thanks

    Ashal

    1. dhiman1966 says:

      Dear Ashal,

      Initially i started with Lum sum each around 25k and than SIP 1000 from 2007.
      Purpose is to fund children studies son and daughter ..son presently is in 7th grade and daughter in 2 grade…higher studies.

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