I am investing in UTI mid cap and my wife in
HDFC mid cap fund (5000 each) since Jan 2015 via SIP.
HDFC MID CAP FUND 50000 = 00 3.
Sir, I am investing 5000 PM for UTI equity, 5000 for Franklin small companies and 5000 for
HDFC mid cap fund.
Not exact matches
HDFC mid cap opportunities
fund Growth 2.
2) Can a STP be done from one debt
fund to multiple equity fund like HDFC balanced fund and HDFC MID CAP OPP
fund to multiple equity
fund like HDFC balanced fund and HDFC MID CAP OPP
fund like
HDFC balanced
fund and HDFC MID CAP OPP
fund and
HDFC MID CAP OPP
FUNDFUND
If your investment horizon is more than > 5 years, consider adding one
MID cap fund like
HDFC Midcap opportunities
fund.
I prefer UTI Midcap /
HDFC Midcap / Franklin Smaller co
fund to Axis
mid cap.
it is
HDFC mid cap opportunity
fund NOT
HDFC small &
mid cap fund — 3000
If you opt for
hdfc mid cap then consider investing in mirae
fund.
BSL Manufacturing
fund — 2000SIP SBI Magnum
mid cap fund — 2000SIP
HDFC Balance
fund — 2000SIP Canara Robeco Emerging — 2000SIP ICIC PRU Focused Blue chip — 1000SIP L&T India value
fund — 1000SIP
Sir I invested mutual
funds these
funds per month
Hdfc top 200 = 2000k
Hdfc mid cap = 3000k Icici fouced bluechip = 2000k Icici value discovery = 2000k Idfc primer equty = 2000k Quantum long term = 1000k Franklin high growth = 2000k Franklin smaller co = 2000k Bsl top 100 = 2000k Bsl front line = 2000k Many
funds in my portfolio since one years.
Sir, I want to know which
mid cap fund is better between ICICI pru value discovery
fund or
hdfc mid cap opportunities
fund.
I am having SIP running for UTI equity, UTI
mid cap,
HDFC mid cap and
HDFC balance
fund.
HDFC small &
mid cap fund — 300 4.
STP option inspite of lumpsum &
mid or diversified
fund (ICICI Discovery, UTI
mid cap,
HDFC Midcap, Franklin High Growth companies
fund etc) instead of small & sector
fund would have been much more smarter option.
Me — Rs. 10,000 Rs. 5000 — Franklin India Prima Plus (long
cap) 25 yrs Rs. 3000 —
HDFC Capital Builder (
mid cap) 10 yrs Rs. 2000 — Franklin India Smaller Companies
Fund (short
cap) 3 yrs
Hi shreekanth, I wanted to analyze my sip portfolio, pls help... M having following SIPs... SBI Magnum
mid cap fund 22k, Reliance small
cap fund 5k, Axis
mid cap 1k, L&T business cycle
fund 2k, uti transportation & logistics
fund 2k,
HDFC mid cap opp 2k, ICICI Prudential value discovery 2k, SBI pharma 2k, SBI small and
mid cap 2 k, DSP be micro
cap fund 3k, mirae asset bluchip emerging
fund 3k.
or should i go for
hdfc mid cap oppur
fund??
Dear Padma, Considering your investment horizon, you can have a look at the below
funds; 1 — Franklin Prima plus 2 — UTI
mid cap or
HDFC mid-
cap 3 —
HDFC balanced / TATA balanced
fund
Hello sir,,,, l have a great confusions regarding selection of mutual
funds for SIP,, my son is 2 yer old and I have selected (A) icici focused bluecheap +
hdfc mid cap opportunities + idfc primer equity
fund,,,, (B)
hdfc children gift
fund investment plan.
SBI magnum LTP growth and ICICI prudential long term
fund growth — short term
HDFC Children gift
fund and ICICI prudential balanced plan —
Mid term UTI
mid cap growth and ICICI pru focussed blue chip — Long term
To invest Rs 50000 divided equally in one of these combinations -
HDFC Mid Cap Opportunities
fund + Franklin India Smaller Companies
fund OR
HDFC Mid Cap Opps + UTI
Mid Cap fund OR any one of these
mid caps (
HDFC / Franklin / UTI) +
HDFC balanced
fund.
If the portfolio overlap is on higher side, you may drop of couple of them and consider investing in a
Mid-
cap fund like UTI
mid-
cap or
HDFC mid cap opp
fund or Franklin smaller cos
fund.
rs 2500 in
hdfc mid cap, rs 2500 in
hdfc top 200, rs 2500 in dsp blacrock top 100, rs 2500 in reliance growth and rs 1000 in icici focussed blue chip
funds for 25 years i was not aware of exit load that time i also have fixed deposits and recurring deposits of rs 450000 and mutual
funds value approx 835000 should i continue investing in mf / rd / fd or now i should use this money for buying some plot.
ICICI Prudential focused Bluechip equity
fund — Large cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
fund — Large cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
fund — Large
cap — 2k Franklin India Smaller Companies
Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
Fund —
Mid and small
cap - 2k
HDFC BALANCED
FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
FUND ----- balanced
fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
fund — 2k Birla Sun Life Top 100
Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fun
Fund (G)------ Large and
mid cap funds 2k ICICI Prudential Dynamic
fund — large and mid cap fun
fund — large and mid cap fun
fund — large and
mid cap fundfundfund 2k
Also when i checked in different tool that Mirae emerging is giving better return that
HDFC mid and UTI
mid cap and also it is shown as low risk
fund.
Dear Abhishek, Small
cap or
mid cap, my picks: Franklin Smaller companies
fund / DSP micro
cap —
HDFC Mid-
cap opportunities
fund etc., Read: Best Balanced
funds.
sir, i have invested in following mutual
funds 01] TATA DIVIDEND YIELD 43,000 / 02] RELIANCE BANKING
FUND 12,000 / 03] RELIANCE SMALL
CAP FUND 12,000 / 04] RELIANCE
MID&SMALL
CAP 12,000 / 05] TATA
MID CAP 15,000 / shall i redeam this and reinvest in 01] FRANKLIN SMALLER COMPANY
FUND OR 02] FRANKLIN PRIMA PLUSE OR 03]
HDFC BALANCE
Please suggest if i can split 100000 (which i am investing in
HDFC and UTI
mid caps) in 3
fund (Adding Mirae emerging) or any
fund i can replace with Mirae or leave at it is.
Retirement Corpus - horizon -20 yrs DSPBR Micro
Cap: 7 k ongoing (plan to for addtnl 3 k in DSPBR micro cap and 2 k in HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 8 k) Tata Balanced fund - Plan for 4 k ICICI pru bluechip - Plan for 7k Franklin Taxshield elss - Plan for
Cap: 7 k ongoing (plan to for addtnl 3 k in DSPBR micro
cap and 2 k in HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 8 k) Tata Balanced fund - Plan for 4 k ICICI pru bluechip - Plan for 7k Franklin Taxshield elss - Plan for
cap and 2 k in
HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 8 k) Tata Balanced fund - Plan for 4 k ICICI pru bluechip - Plan for 7k Franklin Taxshield elss - Plan for
cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 8 k) Tata Balanced
fund - Plan for 4 k ICICI pru bluechip - Plan for 7k Franklin Taxshield elss - Plan for 7 k
1) ICICI Pru value discover
funds 2)
HDFC balance
fund 3)
HDFC mid cap oppurtunity
I plan to increase the SIP amounts each year with more allocation to
mid & small
cap due to my age and investment horizon.I have no desire to add any additional
funds barring Mirae Asset Emerging Blue Chip &
HDFC balanced
fund to my portfolio next year after having examined its 1 year performance.
Franklin India smaller co's
fund (sip)
HDFC mid cap oppurtunities
fund (sip) Tata Balanced
fund (sip & lump sum) Birla MIP II wealth 25 (lumpsum) Icici pru focussed bluechip eq
fund (sip) Franklin India Prima plus (sip) Franklin India taxshield (sip) Franklin India high growth co's
fund (sip)
Retirement Corpus - Existing / plan - horizon -20 yrs DSPBR Micro
Cap: 7 k ongoing (plan to for addtnl 3 k in DSPBR micro cap and 2 k in HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 5 k) Tata Balanced fund - Plan for 4 k Birla Sunlife frontline equity - Plan for 10 k ICICI pru bluechip - Plan for 2 k Franklin Taxshield elss - Plan for
Cap: 7 k ongoing (plan to for addtnl 3 k in DSPBR micro
cap and 2 k in HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 5 k) Tata Balanced fund - Plan for 4 k Birla Sunlife frontline equity - Plan for 10 k ICICI pru bluechip - Plan for 2 k Franklin Taxshield elss - Plan for
cap and 2 k in
HDFC mid cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 5 k) Tata Balanced fund - Plan for 4 k Birla Sunlife frontline equity - Plan for 10 k ICICI pru bluechip - Plan for 2 k Franklin Taxshield elss - Plan for
cap) ICICI pru value discovery: 2 k ongoing (plan for addtnl 5 k) Tata Balanced
fund - Plan for 4 k Birla Sunlife frontline equity - Plan for 10 k ICICI pru bluechip - Plan for 2 k Franklin Taxshield elss - Plan for 5 k
Hdfc mid cap 1000 pm Icici balanced
fund 1500 pm Icici value discovery 1500 pm Tata long term equity (elss) 2000 pm I want to add one more
fund.
1 Birla Sun Life Equity
Fund - Dividend Payout — 5 Years — 5000 (Monthly) from Dec 2016 2 HDFC PRUDENCE FUND — MONTHLY DIVIDEND PAYOUT — 5 Years — 3000 (Monthly) from Dec 2016 3 Franklin India PRIMA FUND GROWTH — 25 Years — 5000 (Monthly) from Dec 2016 — MID
Fund - Dividend Payout — 5 Years — 5000 (Monthly) from Dec 2016 2
HDFC PRUDENCE
FUND — MONTHLY DIVIDEND PAYOUT — 5 Years — 3000 (Monthly) from Dec 2016 3 Franklin India PRIMA FUND GROWTH — 25 Years — 5000 (Monthly) from Dec 2016 — MID
FUND — MONTHLY DIVIDEND PAYOUT — 5 Years — 3000 (Monthly) from Dec 2016 3 Franklin India PRIMA
FUND GROWTH — 25 Years — 5000 (Monthly) from Dec 2016 — MID
FUND GROWTH — 25 Years — 5000 (Monthly) from Dec 2016 —
MID CAP
Want to exit Tata balanced
fund and re invest the 5 k in
HDFC balanced
fund or divide the 5 k proportionately among the
HDFC mid cap and ICICI pru value discovery.
Currently i am investing in below mutual
funds (regular growth plan) through sip: SBI blue chip (Rs. 7000), ICICI prodential value discovery
fund (Rs. 7000),
HDFC mid cap opportunities (Rs. 10000), DSP black rock micro
cap (Rs. 10000) and AXIS long term equity
fund (Rs. 5000).
I have SIP in
HDFC balance (20 %),
HDFC mid cap (10 %), Franklin prima plus (10 %), Franklin smaller (10 %), Axis ELSS (20 %) and debit
fund (20 %), FD (10 % as emergency
fund).
You may discontinue your future investments and divert them to may be
HDFC mid cap or Mira Emerging bluechip or Franklin prima
fund.
Equity 1)
HDFC balance
fund - 15 % (5 % of this balance
fund goes to debit
fund) 2)
HDFC mid cap oppurtunity 10 % 3) Axis long term equity
fund - for ELSS 40 % 4) Franklin smaller companies
fund 10 % I do not have separate large
cap allocation because Axis ELSS spent 75 % in large
cap (75 % of my 40 % allocation = 30 % for large
cap plus there is some 50 % large
cap in
HDFC balance which makes total 37 % allocation to large
cap, 33 % to
mid / small
cap and 30 % to debit
fund)
For example - If I have to choose one
fund for
mid cap, I will prefer
HDFC mid cap being a bit conservative but if I gave to put 2
fund then I will choose Mirae emerging blue chip along with
HDFC mid cap so by choosing 2 best, I know return % will average out in bull and bear market which is also a conservative approach for
mid cap.
On
HDFC Mid cap, the
fund currently has substantial holdings in large
caps, which in my opinion, is a breach of the asset allocation mandate of being in
mid caps for a minimum of 75 %.
long term (for 10 years): -
HDFC Balanced
Fund (Rs 2,000), Axis bank Long term equity fund (Rs 2,000) Mid term (for 5 to 7 years): - Religare invesco tax plan (Rs 1,500), HDFC capital builder / HDFC mid cap (Rs 1,
Fund (Rs 2,000), Axis bank Long term equity
fund (Rs 2,000) Mid term (for 5 to 7 years): - Religare invesco tax plan (Rs 1,500), HDFC capital builder / HDFC mid cap (Rs 1,
fund (Rs 2,000)
Mid term (for 5 to 7 years): - Religare invesco tax plan (Rs 1,500),
HDFC capital builder /
HDFC mid cap (Rs 1,500)
I already have SIP for
HDFC balance
fund,
HDFC mid cap opp, Mirae.
Is
HDFC Mid cap selected because it has given good returns or it is a
mid cap fund?
HDFC Mid cap is not a pure
mid cap fund, for your information.
But when I see
HDFC Midcap and ICICI Pru Discovery
funds, I found that they have many large
cap companies along with
mid cap in their portfolio, hence I thought these
funds are not very aggressive like DSP Micro
Fund.