POSTED BY June 12, 2014 8:31 am COMMENTS (2)ON
If I am consolidating my MFs then how do I track them. There are 2 MF SIPs lets call them MF1 and MF2 since Jan 20011 & Mar 20012 respectively.
I have other MFs lets say MF3 and MF4 which i want to consolidate. So i sell MF3 nowin June 14 and will sell MF4 in Oct 14.
After selling MF3 now I have this lump-sum amount which I want to invest in MF 1 and MF2. Later again in Oct i would want to sell MF4 and distribute the lump-sum received to MF1 and MF2.
Should I mix SIP and lumpsum investment in one folio ?
So years later when i want to check what kind of returns/CGs i am getting from MF1 and MF2 how would check that as it’ll have mixed investment at different times.