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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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LorenaBlaircip answered 1 week ago

377 views7 answers0 votes

Could you tell me how much SIP should i start today so that i reach a corpus of Rs. 1 Cr after 20 years?

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GuestFlact answered 2 years ago

8548 views2620 answers0 votes

I am 37 years old NRI and I would like to create wealth of at-least 1 crore in long term my time horizon is 10-20 years maybe bit more. I have this portfolio for about 7-10 months. Please advise on my portfolio. Current portfolio includes: 1) Aditya Birla sun life dynamic bond Fund = 5000 rs, 2) Axis emerging Opportunities Series 1(1400) fund = 5000 rs, 3) Icici pru long term plan fund = 5000 rs, 4) Kotak emerging equity scheme fund = 5000 rs, 5) SIP on Kotak emerging equity scheme fund of 2000 rs per month. 6) Franklin India Smaller Companies fund = 5000 rs, 7) SIP on Franklin India Smaller Companies fund of 1000 rs per month. 8) Motilal Oswal Most Focused Multicap 35 fund = 10000 rs, 9) DSP Blackrock world mining fund = 8000 rs. I have 15000 rs which I would like to use for investment now and in Sep 2018 I will invest 1 Lakh in total which I would like to split and invest (which will include 3000 rs per month of current SIP). Please advise how is my portfolio looks like and how can I improve? Thanks for your help.

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charmdateivt answered 2 years ago

391 views2 answers0 votes

I want to earn for 5000000 nearly 2027.how much to invest and probide scheme name please.

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Radikperge answered 2 years ago

666 views7 answers0 votes

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

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Roboadviso.com answered 2 years ago

29 views1 answers0 votes

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.

Open

Jaideep C asked 2 years ago

29 views0 answers0 votes

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 years ago

55 views1 answers0 votes

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 2 years ago

230 views1 answers0 votes

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 2 years ago

262 views1 answers0 votes

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Roboadviso answered 2 years ago

154 views1 answers0 votes

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 2 years ago

158 views1 answers0 votes

Direct plan ie profitable?

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Roboadviso answered 2 years ago

38 views1 answers0 votes

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 3 years ago

46 views1 answers0 votes

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 3 years ago

70 views1 answers0 votes

2000/p.m for03years

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Roboadviso answered 3 years ago

42 views1 answers0 votes

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