I have homed onto the undermentioned SIPs with Rs. 2000 / = each: - ICICI PRU FOCUSED BLUECHIP equity FUND UTI EQUITY MUTUAL FUND UTI
MIDCAP FUND TATA BAL FUND PLAN A — REGULAR PLAN GROWTH AXIS LONG TERM EQUITY FUND.
Not exact matches
HDFC Balanced
Fund / TATA Balanced fund Axis Bank long term UTI Midcap Fund / Franklin India Samller companies fund / BNP Paribas Midcap Fund / Franklin India Prima Fund — Direct
Fund /
TATA Balanced
fund Axis Bank long term UTI Midcap Fund / Franklin India Samller companies fund / BNP Paribas Midcap Fund / Franklin India Prima Fund — Direct
fund Axis Bank long term UTI
Midcap Fund / Franklin India Samller companies fund / BNP Paribas Midcap Fund / Franklin India Prima Fund — Direct
Fund / Franklin India Samller companies
fund / BNP Paribas Midcap Fund / Franklin India Prima Fund — Direct
fund / BNP Paribas
Midcap Fund / Franklin India Prima Fund — Direct
Fund / Franklin India Prima
Fund — Direct
Fund — Direct Plan
Ex - Franklin prima plus + HDFC
midcap opp
fund +
TATA balnced
fund.
Examples —
TATA balanced
fund & HDFC
Midcap opportunities
fund.
Also in the coming days I plan to add one more
midcap (franklin smaller companies) and one more balanced (
tata balanced)
fund and their portfolio overlap with existing MFs are 27 % and 21 % respectively — your take on that?
Dear fredrick, For 10 year goal: You may consider one balanced
fund & one Mid-cap oriented
fund (Ex: Hdfc balanced
fund /
TATA balanced
fund & Franklin Smaller cos
fund / UTI
Midcap fund) For 5 year goal: Consider one balanced
fund.
1) HDFC
MIDCAP — 1000 / - 2) ICICI PRU FOCUSED BLUE CHIP — 1000 / - 3) AXIS LONG TERM EQUITY
FUND - 1000 / - 4) SBI MAGNUM GLOBAL — 1000 / - 5)
TATA ETHICAL PLAN A — 1000 / -
Long term goals — Consider, Franklin Prima plus — HDFC
Midcap opportunities —
TATA Balanced
fund Short term goals — Kindly go through my artilce, TOP MIP MFs.