For a long term portfolio such as that for retirement, you can consider funds like Quantum Long term Equity, PPFAS Long term value fund, Sundaram
Select Midcap Fund.
What is your opinion about the fund — Sundaram
Select Midcap Fund - Direct plan?
The current fund manager of Sundaram
Select Midcap fund is S Krishnakumar who is also the CIO of Sundaram MF since April 2015.
He brings a lot of relevant experience, gathered over the years with small, mid and micro cap funds, to the Sundaram
Select Midcap fund.
(This report on Sundaram
Select midcap fund originally appeared on the Unovest Blog.)
Not exact matches
T. Rowe Price Mid-Cap Index
Fund will seek to match the performance of the Russell
Select Midcap Completion Index, with a correlation of at least 0.95.
Dear sreekant,,,, For my child education I have
selected 3
fund icici focused bluecheap, mirae India opportunities and hdfc
midcap with horizon of 15 year.
i
selected Small &
midcap because iam ready to take risk and since iam looking for long term investment i think i will get better returns (as per the previous 10/5 year returns) compared to Large cap
funds
Next, the
Fund primarily seeks companies with market capitalizations ranging anywhere from $ 100 million to the largest in the Russell
Midcap Index, although, to a limited extent, the
Fund may also
select companies with higher market capitalizations.
Along with Sundaram
Select Midcap, Krishnakumar also manages Sundaram SMILE
Fund, Sundaram
Select Small Cap series and Sundaram Value
Fund — Series I.
Since you have 25 years time - frame, you can be little bit more aggressive in your allocation, by
selecting / allotting more amount towards
Midcap fund initially.
Now I am planning to invest in Indian mutual
fund with SIP mode: (Let me know your views about funds) Franklin India Opportunities Fund (G)- large cap — 10K SBI Small & Midcap Fund — Direct Plan (G)-- small & mid cap — 5K Sundaram Select Micro Cap — Series IV — Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified —
fund with SIP mode: (Let me know your views about
funds) Franklin India Opportunities
Fund (G)- large cap — 10K SBI Small & Midcap Fund — Direct Plan (G)-- small & mid cap — 5K Sundaram Select Micro Cap — Series IV — Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified —
Fund (G)- large cap — 10K SBI Small &
Midcap Fund — Direct Plan (G)-- small & mid cap — 5K Sundaram Select Micro Cap — Series IV — Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified —
Fund — Direct Plan (G)-- small & mid cap — 5K Sundaram
Select Micro Cap — Series IV — Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced
Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified —
Fund Growth — Balanced — 10K Franklin high growth Cos
fund — Diversified —
fund — Diversified — 10K
Dear SK, Kotak's
select focus
fund is a Large &
Midcap oriented (Diversified)
fund.
HDFC
MIDCAP OR MIRAE ASSET EMERGIN BLUECHIP
FUND please clear my confusion select any 2 or 3 fu
FUND please clear my confusion
select any 2 or 3
fundfund..
My Portfolio is — UTI
Midcap fund, Axis Long term equity fund, Franklin Prima plus, DSP Micro cap, Reliance growth fund, ICICI value discovery, BSL MIP II Wealth 25 & Sundaram select m
Midcap fund, Axis Long term equity
fund, Franklin Prima plus, DSP Micro cap, Reliance growth
fund, ICICI value discovery, BSL MIP II Wealth 25 & Sundaram
select midcapmidcap.
SBI Magnum
MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip Fund — Gr — rs. 2000 Birla Sun Life Frontline Equity Fund — Gr — rs. 2000 Birla Sun Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery Fund Gr — rs. 1000 UTI MNC Fund — Gr — rs500 Axis MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip
Fund — Gr — rs. 2000 Birla Sun Life Frontline Equity
Fund — Gr — rs. 2000 Birla Sun Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced
Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery
Fund Gr — rs. 1000 UTI MNC
Fund — Gr — rs500 Axis
MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap Fund — Gr - rs5500 Axis Long Term Equity
Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused
Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
Midcap 30
Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35
Fund — Gr — rs. 3000 Reliance Pharma
Fund — Gr — rs. 3000 Reliance Small Cap
Fund — Gr - rs3000 Sundaram
Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr —
MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities
Fund Growth — rs1000 UTI - Transportation and Logistics
Fund - Growth — rs500 UTI - Transportation and Logistics
Fund - Growth — rs500 DSP BlackRock Micro Cap
Fund — Gr — rs1000