are required to be considered. SBI Magnum Ultra Short Duration fund-60 k Your portfolio has 3 funds which are large-cap oriented, can avoid, you may stick one large cap fund or switch to a large cap index fund like UTI Nifty Fund.

This factor is also a very crucial parameter after Alpha in selecting the best performing fund. How to use them in Mutual Fund investment decisions? Mutual Fund Capital Gain taxation rules AY 2020-21.. * If Life is unpredictable, INSURANCE can’t be optional, * Top 5 Best Online Term Life Insurance Plans 2020 | Comparison & FAQs, * List of Articles on the key Components of Personal Financial Planning.

3. ICICI bluechip – 10K ( since Nov’17) This fund has the flexibility to invest in different categories of stocks across sectors and themes. A reply would be greatly appreciated……. But, the fund’s performance has been very volatile. One can also consider mid-cap based index funds if not worried about downside protection. But most of you ignore this and simply do the opposite of what you are asked by the experts. Though Birla Equity Fund has not been able to repeat its previous best performance, its long-term track-record. (These two funds portfolios have a overlap of around 45%). May I know your investment objective and time-frame?? HDFC Mid Cap Opportunities Fund (G) -> 2000 (Small & Mid Cap) You may retain one large-cap fund, mid-cap fund (HDFC), Kotak multicap.. It has a low expense ratio. 3. Hi Sree, I am 41, salaried individual and have investments in direct plans of following funds based on your recommendations in earlier blogs ( all long term goals > 7 years – Kids education, Retirement etc). Dear Tej, 3. Presently i am investing in Kotak Standard Multi cap & Axis Mid cap funds. 12,500 Yes, you can make additional investments in your existing funds if markets correct further, especially in Bluechip and Hybrid funds.

Requesting you to validate the above plan. Treynor’s ratio indicates how much excess return was generated by the fund itself for taking each unit of risk. HDFC Hybrid Equity Fund Growth 5000. I thought since I am making a new beginning, i will go with Mirae Hybrid which is relatively new but looks promising. I need your further guidance for one of my investment portfolio. insurance. These funds are the top performers within a category of mutual funds considering a combination of criteria. Dear Hitesh,

Also please suggest which Multi cap fund is good among SBI Magnum Multi Cap (G) & Axis Focused 35 (G). If yes, It would be great if you can suggest to me their replacements. Dear Mr Bhatt, 5. Dear Nikhil, 2. Franklin India smaller companies fund – 1500 Do continue your savings in EPF/PPF. 1. Please suggest any switchings required, Kotak Standard Multicap -Direct Plan Kindly be aware of the tax implications. For example, if a mutual fund scheme  Z  has a beta value of 0.90, it basically denotes the price swing i.e. Please do let me know what you think about my equity fund portfolio- which is primarily for my retirement 20 years away. Mirae emerging Bluechip Fund 10000 Banking/Finance, Pharmaceuticals, Oil & Gas — ICICI Bank, HDFC Bank, Axis Bank, Reliance, Voltas, 2. 8. If we call a mutual fund scheme best, so it should remain best at least for the next 5,10 or 15 years. Higher the Sharpe ratio, better the risk-adjusted return of a mutual fund portfolio. Aditya Birla Sun Life Tax Relief ’96 Fund is four star rated fund with good performance track record. Mirae Asset Emerging Bluechip (G) -> 3000 (Large and Mid Cap Fund) Some Important Points to ponder about Mutual Fund Investments : Kindly note that the above list of top & best mutual funds 2020 is not an exhaustive one. Though selective large-cap stocks have performed well, the broader market (mid/Small cap stocks) have beaten down badly in the recent past. This fund has a very good diversified equity portfolio. Mr. Sreekanth

For term insurance, you may go through below articles and revert to me with more queries (if any); 3 & 4 funds are mid-cap oriented funds.

Do you think mid cap are really midcap as they invest in 101th to 250th rank companies. I regularly follow your blog and it is one of the best blog. I really appreciate for your time and passion for providing suggestions on this funds and savings plan. Thus, if market returns or rise or fall by 10%, the mutual fund return would also rise or fall by 9%. Bluechip 5k I have very limited understanding of mutual funds. No fund can continue to be at No.1 for long. 12,500 Mirac Asset Large cap 3.2L. Axis long term equity fund – 1500. After reading this article I am planning to add an index fund to the portfolio (UTI Nifty Index Fund). It is really helpful for us to understand and gain financial literacy. Once you have invested your money in the mutual fund, you should monitor it at regular interval and make changes in the portfolio time to time. However, again where to invest the accumulation of proposed stop MF for long term period of 10 years. I have selected best performing fund 3-5 years. May I know your investment horizon?

Axis Bludehip 3.5L

Dear Amit.. ICICI Equity & Debt Fund (conservative style) ARN-0668, Very useful information. RBI’s statistical data on Indian Household Investments & Savings (2018-19) | How & Where do we save & invest? Review its performance for few more quarters. Axis Bluechip fund is the first large-cap mutual funds for investment in 2020-21. can be withdrawn. If we talk about debt funds just wanted to understand whether floating rate interest funds are more or less riskier than ultrashort/short/medium duration funds?


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