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Ask RoboHi 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
Hemalatha asked 5 months ago
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Roboadviso answered 2 months ago
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Hi, 
Greetings of the Day!
Thanks for posting your queries. 
Franklin India Prima Plus is a decent  multi cap fund which has delivered consistent returns with less volatility as compared to other funds in this category. It is not the best fund in this category there are other fund which have delivered superior returns such as Mirae asset India Equity fund.
Kotak Select Focus Fund  & HDFC Mid Cap Opportunties Fund are good fund and you should continue your investments in it. These two funds have consistently performed well in last five years and have beaten the benchmark by huge margin.
SBI Small Cap fund is a good fund for long term investments as this fund is a small cap fund. This fund has given phenomenal returns in last five years and have beaten the benchmark by handsome margin. You should continue your investments in it.
Reliance small cap fund is a also a small cap fund but it is slightly more volatile as compared to other funds in this category. You can continue your investments in it.
SBI Bluehcip Fund is a good fund in large cap category, it has consistently given a very good returns in last many years and have beaten the benchmark by good margin. You should continue your investments in it.
Happy Investing! 
 
 

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