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Please review Franklin I ultra short bond fund for 1 or 2 year

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Rajeeev asked 6 days ago

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I am 42 years and investing in mutual funds for long term goals, like retirement, child education and marriage thereafter. I have invested in the following funds from early 2018- LUMPSUM – DSP Liquidity Direct, HDFC Hybrid Equity Direct-G, HDFC Small Cap Direct-G, Reliance Liquid Direct-G, Reliance Low Duration Direct-G, Reliance Equity Hybrid-G SIP – DSP Midcap Direct-D, Reliance Focused Equity Direct-G, Reliance Strategic Debt Direct-G, Tata Equity PE Direct-G Though I have done my research before investing in the above funds, yet being a first time MF investor I am not so confident on the diversification of the portfolio. Please advise and guide me if changes are required in my portfolio.

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Jaideep C asked 1 week ago

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Hi, I am 30 years old. My goal is wealth creation. My risk appetite is aggressive. I have investing past 3 years in ELSS funds 1. Axis LT Equity Fund – regular 3 years completed 2. Dsp Tax saver -regular- 2 years, 3. Reliance tax saver- regular – 3 years My returns are moderate for past 3 years. And I have investing in 4. mirae asset india opportunities regular – 1 year 5. Kotak select focus regular – 6 months 6. Motilal Oswal MOSt Focused Multicap 35 Fund – Regular Plan – 6 months 7. Reliance small cap – direct – 2 months 8. L&T emerging fund- direct – 2 months 9. Mirae Asset Emerging Bluechip Direct-G – 2 months Now I found that there is so much portfolio overlap between these funds 1. mirae asset india opportunities – Kotak select focus – 48% 2. Mirae Asset Emerging Bluechip – mirae asset india opportunities – 47% 3. Kotak select focus- Dsp Tax saver- 44% As I want to invest to Direct funds, now I am in confusing state which funds I have continue and which funds I need to stop. Please guide me to correct over diversification in my portfolio and reduce the funds count. thanks, Balaji Koneti

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DavidKKSpazy answered 2 weeks ago

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I have running Sip since6 month in below SIPs – Adiya birla frontline equity-1000 , LandT emerging-1000, mirae emerging -1000,reliance smal cap-700,sbi bluechip-500,tata digital-500,hdfc snall cap-500, kotak multicap-500 , L and T india value 500, please guide about my protofolio like which one to remove replave or to obercome overlap

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Roboadvsio answered 2 weeks ago

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I have SIP for ICICI VALUE DISCOVERY FUND Since 2015 onwards, I am in long term investor 10 to 15 years , should I continue the sip or change any another AMC Another means which fund is good for long term investor Thanks for your supports Thanks

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Roboadviso.com answered 3 weeks ago

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Dear Robo, please review absl pure value fund. Is it advisable to invest in this fund for long term (15 years)?

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Roboadviso answered 3 weeks ago

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Roboadviso answered 3 weeks ago

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Hi Robo, Im 24 years old and my risk appetite is high and investment term is 10 yrs.. Currently i have invested in the following schemes in SIP mode. Kindly suggest me whether my portfolio is good or should it be rebalanced with new funds or change in amount invested. Investment 1) Franklin India prima plus-1500 2)Kotak select focus growth – 1000 3)Sbi small cap – 3000 4) HDFC midcap opportunities – 1000 5)Reliance small cap-500 6) SBI Bluechip fund-1000

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Roboadviso answered 3 weeks ago

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Direct plan ie profitable?

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Roboadviso answered 3 weeks ago

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Sir my friend is getting retired so she will be getting lumsum 50lacs…please advise us how she can invest in Mutual Funds like spme amount in MIP,some in other funds to creat wealth. Please advise some Funds.Thank you

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Roboadviso answered 1 month ago

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1) I am investing in 3 small cap funds Reliance Small Cap Fund Franklin India smaller companies fund SBI Small cap Past one year "Franklin India smaller companies fund" is not performing well. Whether can I stop and convert the amount to "SBI Small cap". 2) How about investing in "Parag Parikh Long Term Equity Fund". It has invested in Foreign funds like Alphabet & Facebook. Whether it will good in investing such Mutual funds where there is foreign fund exposure. Please let me know your comments. Thanks & Regards Vishnu Beema

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Roboadviso answered 1 month ago

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2000/p.m for03years

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Roboadviso answered 1 month ago

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Can i go for more than 1plan at a time

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answered 49 years ago

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Roboadviso answered 2 months ago

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Hello, I am a your loyal and regular website reader and finally thought of asking you a question. I am giving my portfolio below. I am 33 now and have a kid of 4 year old. My monthly income with spouse is 2 lakh. I have home loan of 50 lakh. I am doing investment in all four mutual funds from last five years. My goal is to have 1 Crore in next 15 years for kid’s education and 2 Crore in next 25 for retirement at the age of 60. I have taken inflation in mind. Can you please review the information and help me if I can complete my goals. Appreciate if you give some suggestions. Thank you. 5,000 per month – Reliance Regular Savings Growth Equity NOW Reliance Value Fund 5,000 per month – DSP Blackrock Top 100 5,000 per month – Birla Sunlife Front Line Equity 5,000 per month – SBI bluechip fund growth direct 10,000 per month – RD 3 lakh FD 1 Crore Term Insurance Insurance cover Total 10 Lakh LIC cover from Jeevan anand and Jeevan tarang

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Roboadviso answered 2 months ago

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