Not exact matches
Dear Naveen, You may consider investing in the below
funds; Franklin India Bluechip, UTI
Midcap, ICICI
Prudential Dynamic, HDFC Balanced / HDFC Prudence
fund & ICICI Pru Tax plan (ELSS
fund for tax saving)
Per month Investment 10000 Type ICICI
Prudential Focused Bluechip 10 % 1000 Large Cap UTI Equity 10 % 1000 Franklin Prima Plus 15 % 1500 Diversified Reliance equity oppr 10 % 1000 UTI
Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced
fund 15 % 1500 Balanced
The projection vlaue of 1st kid education is 31.5 L Allcation Per month Investment 12000 Type ICICI
Prudential Focused Bluechip 10 % 1200 Large Cap UTI Equity 10 % 1200 Franklin Prima Plus 15 % 1800 Diversified Reliance equity oppr 10 % 1200 UTI
Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced
fund 15 % 1800 Balanced
ICICI
Prudential Focused Bluechip
Fund — Rs 15,000 UTI
Midcap Fund — Rs 12,000 Franklin India Primaplus
Fund — Rs 12,000 HDFC Balanced
Fund — Rs 10,000
2014 I invested in the following MFs with the various % allocation: ICICI
Prudential Technology
Fund Growth
Fund = 35 % ICICI
Prudential Focused Bluechip Equity Retail Growth
Fund = 35 % SBI Magnum
Midcap Fund Growth
Fund = 15 % ICICI
Prudential Balanced Growth
Fund = 15 %
Birla Sun Life Frontline Equity
Fund — Direct Plan (G) 4000 / - Franklin India Bluechip fund growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund — Direct Plan (G) 4000 / - Franklin India Bluechip
fund growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
fund growth 4000 / - ICICI
Prudential Value Discovery
Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund (G) 5000 / - IDBI NIFTY index
fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
fund 5000 / - Motilal Oswal MOSt Focused
Midcap 30
Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000
Fund — Direct Plan 6000 / - ICICI
Prudential Balanced
Fund (G) 2000
Fund (G) 2000 / -
Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity
Fund 24000 / 6.37 % / SIP 2 Franklin India Prima
Fund (G) 12000 / 3.18 % / SIP 3 ICICI
Prudential Value Discovery
Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused
Midcap 30
Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity
Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage
Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities
Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index
Fund (G) 48000 / 12.73 % / SIP 9 ICICI
Prudential Balanced
Fund 30000 / 7.96 % / Onetime 10 Franklin Build India
Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income
Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond
Fund Direct Plan — Growth 35000 / 9.28 % / Onetime
* Franklin India Bluechip
fund * ICICI Prudential Dynamic Fund * UTI Midcap fund * HDFC Balanced
fund * ICICI
Prudential Dynamic
Fund * UTI Midcap fund * HDFC Balanced
Fund * UTI
Midcap fund * HDFC Balanced
fund * HDFC Balanced
FundFund
DSP BLACK rock - Tax saver G - 2500 Sundaram Rural
fund G — 2500 Reliance small cap G — 2500 ICICI
Prudential value discovery
fund G -2500 HDFC
Midcap opp
fund G — 2500 Franklin India smaller companies G -2500
1) Franklin Build India
Fund Direct 2) DSPBR Micro Cap 3) SBI Blue Chip
Fund 4) L & T Value
Fund 5) HDFC
Midcap opportunities 6) ICICI
Prudential Value Discovery
Birla Sun Life
Midcap Fund Growth Direct Plan — 2000 ICICI
Prudential Value Discovery
Fund Growth Direct Plan — 1500 Mirae Asset India Opportunities
Fund Growth Direct Plan — 2000 DSP Black Rock Opportunities
Fund Growth Direct Plan — 2500 SBI Blue Chip
Fund Growth Direct Plan — 2000 IDFC Super Saver Income
Fund Short Term Growth Direct Plan — 1000 Reliance Dynamic Bond
Fund Growth Direct Plan — 500 DSP Black Rock Income Opportunities
Fund Growth Direct Plan — 500 ICICI
Prudential Flexible Income Plan Growth Direct Plan — 1000 HDFC Gold
Fund Growth Direct Plan — 500 Motilal Oswal MOSt Focused Multicap 35
Fund Growth Direct Plan — 1500 Franklin India Smaller Companies
Fund Growth Direct Plan — 1500
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
SBI Emerging Business
Fund —
Midcap + Had the best returns 3 years back over 5 - 10 years when I started Parag Parikh Long Term Value
Fund — Influenced by his Value Investing Philosophy ICICI
Prudential Long Term Savings
Fund (Major Portion — Fulfilled my 80 C criteria & Had the best returns 3 years back over 5 - 10 years when I started) + Canara Robecco Equity Tax Saver
Fund (A very minor Portion)
========================= ICICI Pru Focused Bluechip equity (Large Cap)-- Allocation 30 % HDFC Balanced (Large / Mid / Debt
Fund)-- Allocation 20 % HDFC
Midcap Opportunities (Mid to Large Cap)-- Allocation 15 % ICICI
Prudential Value Discovery (Mid to Large Cap)-- Allocation 15 % DSP BlackRock Micro
Fund (Small to Mid Cap)-- Allocation 10 %