Wondering if you did the right thing with your mutual fund investments?
Omkeshwar Singh, Head, Rank MF, a mutual fund investment platform, will answer your queries.
If you want his advice on your mutual fund investments, please mail your questions to getahead@rediff.co.in with the subject line, 'Mutual Fund Query', along with your name, and Omkeshwar will offer his unbiased views.
Here are Omkeshwar Singh's recommendations
Biswajit Pal
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
ICICI PRUDENTIAL BLUECHIP FUND - GROWTH | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
SBI BLUE CHIP FUND - REGULAR PLAN - GROWTH | Equity - Large Cap Fund | 4 | Continue the investment |
Mirae Asset Emerging Bluechip Fund - Regular Plan Growth Option | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Antony
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
ITI Multicap | |||
KotakMulticap | Equity - Multi Cap Fund | 4 | Continue the investment |
SBIBluechipRs5000 | Equity - Large Cap Fund | 4 | Continue the investment |
SBIMagnum MulticapRs2000 | Equity - Multi Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
SBIConstant Maturity PlanRs2000 | Debt - Gilt Fund with 10 year constant duration | 5 | Continue the investment |
HDFC Small CapRs2000 | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Dinesh Jain
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
IDFC Infrastructure Fund Growth | Equity - Sectoral Fund - Infrastructure | 1 | UTI Infrastructure Fund |
Asha
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1.DSP Top 100 EquityFund- Growth | Equity - Large Cap Fund | 4 | Continue the investment |
2. Franklin India Blue Chip fund- Growth | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
3.Franklin India Equity AdvantageFund- Growth | Equity - Large & Mid Cap Fund | 3 | Axis Growth Opportunities Fund is Better option |
4.Franklin India Focussed Equity Fund -Growth | Equity - Focused Fund | 3 | Better options are available, refer the recommended schemes of this category |
5. Franklin India Prima Fund- Growth | Equity - Mid Cap Fund | 3 | Better options are available refer the recommended schemes of this category |
6.Templeton India Equity Income Fund- Growth | Equity - Dividend Yield Fund | 3 | Uti Dividend Yield Fund - is Better option |
7.Franklin Indian Feeder - Franklin US Oppo fund- Growth | FoFs (Overseas) | 2 | Kotak Global Emerging Market Fund Growth is Better option schemes of this category |
8.HDFC Index Fund - Growth | (scheme name not Properly specified) | - | |
9. HDFC Short term Debt Fund- Growth | Debt - Short Duration Fund | 4 | Continue the investment |
10.ICICI (P) Multi Asset Fund- Growth | Hybrid - Multi Asset Allocation | 4 | Continue the investment |
11.ICICI(P) Blue Cheap Fund- Growth | Equity - Large Cap Fund | 3 | Better options are available refer the recommended schemes of this category |
12.ICICI(P) Balanced Advantage Fund- Growth | Hybrid - Balanced Advantage | 5 | Continue the investment |
13.ICICI(P) Technology Fund- Growth | Equity - Sectoral Fund - TECk | 4 | Continue the investment |
14. ICICI(P) FMCG Fund-Growth | Equity - Sectoral Fund - FMCG | 5 | Continue the investment |
15.ICICI(P) Mid cap Fund Growth | Equity - Mid Cap Fund | 2 | Better options are available refer the recommended schemes of this category |
16.ICICI(P) Banking & Financial Fund- Gr | Equity - Sectoral Fund - Banks & Financial Services | 2 | Aditya Birla Sun Life Banking and Financial Services Fund |
Vineet Kumar
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
ICICI Elite life Super since Aug 2018 | Insurance | - | Investing via mutual funds is advisable. Insurance should be used only for protection and not investment |
ICICI Pru Pinnacle Super -LP since Jan 2016 | Insurance | - | Investing via mutual funds is advisable. Insurance should be used only for protection and not investment |
Sachin Gupta
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. Nippon large cap | Equity - Large Cap Fund | 4 | Continue the investment |
2. Axis Bluechip | Equity - Large Cap Fund | 5 | Continue the investment |
3.Mirae Large cap | Equity - Large Cap Fund | 4 | Continue the investment |
4. Mirae Emerging Bluechip | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
5.CanaraRobecco Emerging Equity | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
6.Kotak Standard Multicap | Equity - Multi Cap Fund | 4 | Continue the investment |
7. L&T Midcap | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Kirit Chauhan
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Nippon India Small Cap Fund - Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Nippon India Tax Saver Fund - Growth | Equity - ELSS | 2 | Better options are available, refer the recommended schemes of this category |
ARVIND
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Quantum Long Term Equity Value Fund | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
Alok Goyal
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. SBI Magnum Mid Cap Fund-Regular Pan - Growth | Equity - Mid Cap Fund | 4 | Continue the investment |
2.UTI Mid Cap Fund Regular Growth Plan | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
3. DSP Mid Cap Fund- Regular Plan -Growth & | Equity - Mid Cap Fund | 4 | Continue the investment |
4. UTI Mid Cap Fund-Regular Growth Plan | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Prashant GK
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Sun Life Tax Relief 96 Direct-Growth | Equity - ELSS | 5 | Continue the investment |
MotilalOswal Long Term Equity Fund Direct- Growth | Equity - ELSS | 5 | Continue the investment |
L&T Midcap Fund Direct-Growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Sarang Pangarkar
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Sunlife Digital India Fund | Equity - Thematic Fund - Other | 4 | Continue the investment |
SBI Equity Hybrid Fund | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
SBI Blue Chip Fund | Equity - Large Cap Fund | 4 | Continue the investment |
ICICI Blue Chip Fund | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
ICICI Equity and Debt Fund | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
ICICI Equity Advantage Fund | (scheme name not Properly specified) | - |
Bhivraj Borde
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Franklin India small company | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Kumar Chandrabhushan
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1.Axis Long Term Equity fund Direct Pland Growth Option | Equity - ELSS | 5 | Continue the investment |
2.HDFC Mid CapGrowth Option | Mid cap | 3 | Better options are available, refer the recommended schemes of this category |
3.Mirae Asset Emerging Blue ChipGrowth Option | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
4.Mirae Asset Large CapGrowth Option | Equity - Large Cap Fund | 4 | Continue the investment |
5.Axis Focused 25Growth Option | Equity - Focused Fund | 5 | Continue the investment |
6.Axis Blue ChipGrowth Option | Equity - Large Cap Fund | 5 | Continue the investment |
Subhojit Saha
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. DSP small cap fund - regular plan - growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
2. Franklin India Equity Fund - Direct - growth | Equity - Multi Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
3. ICICI Prudential Value Discovery Fund - Direct - growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
4. Mirae Asset Large Cap Fund - Direct - growth | Equity - Value Fund | 4 | Continue the investment |
5. Quantum Long Term Equity Value Fund - Direct - Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
6. Aditya Birla Sunlife Tax Relief 96 Fund - Direct - Growth | Equity - ELSS | 5 | Continue the investment |
7. CanaraRobeco Equity Diversified Fund - Regular- Growth | Equity - Multi Cap Fund | 4 | Continue the investment |
8. IDFC Multicap Fund - regular – Growth | Equity - Multi Cap Fund | 4 | Continue the investment |
1. CanaraRobeco Equity Hybrid Fund - Regular - Growth | Hybrid - Aggressive Hybrid Fund | 4 | Continue the investment |
2. HDFC Balanced Advantage Fund - Regular - Growth | Hybrid - Balanced Advantage | 4 | Continue the investment |
3. Kotak Standard Multicap Fund - direct - growth. | Equity - Multi Cap Fund | 4 | Continue the investment |
Jay Ravani
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SBI magnum medium duration fund | Debt - Medium Duration Fund | 3 | ABSL medium term Fund is 5 star rated Better option |
ABSL low duration fund | Debt - Low Duration Fund | 4 | Continue the investment |
Kotak low durationfund | Debt - Low Duration Fund | 5 | Continue the investment |
Abhishek Goswami
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Mirae Asset Emerging Bluechip Fund | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
ICICI Prudential Bluechip Fund | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
ABSL India Gennext Fund | Equity - Thematic Fund - Other | 4 | Continue the investment |
L & T Emerging Businesses Fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
SBI Focused Equity Fund | Equity - Focused Fund | 4 | Continue the investment |
Axis Long Term Equity Fund | Equity - ELSS | 5 | Continue the investment |
Parag Parikh Long Term Equity Fund | Equity - Multi Cap Fund | 5 | Continue the investment |
Axis Gold Fund | FoFs (Domestic / Overseas ) - Gold | 3 | At present levels fresh investments in Gold to be avoided |
Jitender Lamba
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. ICICI PRUDENTIAL VALUE DISCOVERY FUND | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
2. HDFC MIDCAP OPPORTUNITY FUND | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
3. ICICI PRUDENTIAL LTEF (TAX SAVINGS) FUND | Equity - ELSS | 4 | Continue the investment |
4. ADITYA BIRLA TAX RELIEF-96 FUND | Equity - ELSS | 5 | Continue the investment |
5. SBI SMALL CAP FUND | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Siva Poreddy
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Axis Long Term Equity Fund - Direct Plan (G) | Equity - ELSS | 5 | Continue the investment |
Franklin India Tax Shield - Direct Plan (G) | Equity - ELSS | 4 | Continue the investment |
DSP Equity Opportunities Fund - Direct Plan (G) | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
DSP Mid Cap Fund - Direct Plan (G) | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
SBI Blue Chip Fund - Direct Plan (G) | Equity - Large Cap Fund | 4 | Continue the investment |
L&T Midcap Fund - Direct Plan (G) | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Kotak Equity Opportunities Fund - Direct Plan (G) | Equity - Large & Mid Cap Fund | 5 | Continue the investment |
Mirae Asset Large Cap Fund - Direct Plan (G) | Equity - Large Cap Fund | 4 | Continue the investment |
Parag Parikh Long Term Equity Fund - Direct Plan (G) | Equity - Multi Cap Fund | 5 | Continue the investment |
Franklin India Liquid Fund - Super Institutional - Direct Plan (G) | Debt - Liquid Fund | 5 | Continue the investment |
Aditya Birla Sun Life Floating Rate Fund - LTP - Direct Plan (G) | Debt - Floater Fund | 4 | Continue the investment |
ICICI Prudential All Seasons Bond Fund - Direct Plan (G) | Debt - Dynamic Bond | 5 | Continue the investment |
Nippon India Gilt Securities Fund - Direct Plan (G) | Debt - Gilt Fund | 5 | Continue the investment |
UTI Bond Fund - Direct Plan (G) | Debt - Medium to Long Duration Fund | 4 | Continue the investment |
Wanshai Rymbai
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SBI Equity Fund Direct | (scheme name not Properly specified) | - | |
SBI Blue chip Fund direct | Equity - Large Cap Fund | 4 | Continue the investment |
Axis bluechip fund direct | Equity - Large Cap Fund | 5 | Continue the investment |
Piyush Kant
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1) HDFC-Top-200-Fund-Direct-Plan-Growth-Equity-Diversified | Equity - Large Cap Fund | 4 | Continue the investment |
2) Mirae-Asset-Emerging-Bluechip-Fund-Regular-Plan-Growth-Equity-Diversified | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
3) Aditya-Birla-Sun-Life-Pure-Value-Fund-Regular-Plan-Growth-Equity-Diversified | Equity - Value Fund | 1 | Better options are available, refer the recommended schemes of this category |
Chanderpal
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Axis Bank Bluechip Fund - Growth | Equity - Large Cap Fund | 5 | Continue the investment |
Axis Multicap Fund - Regular Plan - Growth | Equity - Multi Cap Fund | 5 | Continue the investment |
Patibandla Sai Krishna
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Axis blue chip fund | Equity - Large Cap Fund | 5 | Continue the investment |
UTI nifty Index fund | Index Funds - Nifty | 5 | Continue the investment |
B. S. Mishra
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Tax plan ( G) | Equity - ELSS | 5 | Continue the investment |
H D F C mid cap - 2000 per month ( lump sump 260000 + ) | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
ICICI pruvalu disc fund (G) | Equity - Value Fund | 2 | Better options are available refer the recommended schemes of this category |
Nippon Indei small cap (G) | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
IDFC Focused Equity fund | Equity - Focused Fund | 3 | Better options are available, refer the recommended schemes of this category |
Mirae asset mid cap fund ( lump sump 55000 ) | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Aditya Birla Tax Plan ( lumpsump 75000 ) | Equity - ELSS | 5 | Continue the investment |
Jay Mehta
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
DSP SMALL CAP FUND | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
HDFC MID CAP OPP FUND | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
NIPPON INDIA SMALL CAP FUND | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
SUNDARAM MID CAP FUND | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
MOTILAL OSWAL LONG TERM FUND | Equity - ELSS | 5 | Continue the investment |
Sambit Kumar Hota
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1: Franklin india equity fund. | Equity - Multi Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
2: Franklin indian smaller companies fund. | Equity - Small cap Fund | 2 | Better options are available refer the recommended schemes of this category |
3: HDFC balanced advantage fund | Hybrid - Balanced Advantage | 4 | Continue the investment |
4: ICICI Pru value discovery fund | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
5: SBI blue chip fund | Equity - Large Cap Fund | 4 | Continue the investment |
Abhishek
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. Nippon India Small cap fund - growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
2. Mirae Assets Emerging Bluechip growth | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
3. SBI Small Cap Fund Regular Plan - Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Pranabananda Satpathy
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Lumpsum | |||
1) Mirae Asset Tax Saver Fund, Growth | Equity - ELSS | 4 | Continue the investment |
2) Birla Banking and Financial Services, Growth | Equity - Sectoral Fund - Banks & Financial Services | 3 | Aditya Birla Sun Life Banking and Financial Services Fund |
3) Birla Frontline Equity Fund, Growth | Equity - Large Cap Fund | 4 | Continue the investment |
4) ICICI Prudential Bluechip Fund,Growth | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
5) HDFC Hybrid Equity Fund, Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
6) L&T India Value Fund, Growth | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
7) Birla Small Cap Fund, Growth | Equity - Small cap Fund | 1 | Better options are available, refer the recommended schemes of this category |
8) Tata Multicap Fund Regular, Growth | Equity - Multi Cap Fund | 4 | Continue the investment |
9) Birla Tax Relief'96, Growth | Equity - ELSS | 5 | Continue the investment |
10) Mirae Asset Great Consumer Fund, Growth | Equity - Sectoral Fund - FMCG | 4 | Continue the investment |
11) Mirae Asset Healthcare Fund Regular, Growth | Equity - Sectoral Fund - Pharma & Health Care | 3 | Nippon India Pharma Fund |
12) Tata India Consumer Fund,Growth | Equity - Sectoral Fund - FMCG | 2 | ICICI Prudential FMCG Fund |
13) Birla Pure Value Fund,Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
14) Nippon India Small cap Fund, Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
15) L&T Emerging Business Fund, Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
16) DSP Small Cap Fund, Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
17) Birla Resurgent Fund, Series -5, Growth | Close Ended fund | - | |
18) Nippon Tax Saver Fund, Growth | Equity - ELSS | 2 | Better options are available, refer the recommended schemes of this category |
Ashish
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1) Birla Small Cap Fund, Growth | Equity - Small cap Fund | 1 | Better options are available, refer the recommended schemes of this category |
2) Birla Pure Value Fund,Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
3) Nippon India Small cap Fund, Growth | Equity - Small cap Fund | 2 | Better options are available refer the recommended schemes of this category |
4) L&T Emerging Business Fund, Growth | Equity - Small cap Fund | 2 | Better options are available refer the recommended schemes of this category |
5) DSP Small Cap Fund, Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
6) L&T India Value Fund, Growth | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
7) Birla Resurgent Fund, Series -5, Growth | Close Ended fund | - | |
8) Nippon Tax Saver Fund, Growth | Equity - ELSS | 2 | Better options are available, refer the recommended schemes of this category |
Aamir Kapadia
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. HDFC Mid cap Opportunities MF Growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
2. Mirae Asset Healthcare Fund MF Growth | Equity - Sectoral Fund - Pharma & Health Care | 3 | Nippon India Pharma Fund |
Sunabha Chary
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. SBI Small Cap fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
2. SBI mid cap fund | Equity - Mid Cap Fund | 4 | Continue the investment |
3. SBI Healthcare opportunities fund | Equity - Sectoral Fund - Pharma & Health Care | 2 | Nippon India Pharma Fund |
4. ICICI Prudential balanced fund | Hybrid - Balanced Advantage | 5 | Continue the investment |
5. ICICI Dynamic plan fund | (scheme name not Properly specified) | - |
Jasmeet Singh Bindra
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Direct | |||
Kotak standard | Equity - Multi Cap Fund | 4 | Continue the investment |
L&t midcap | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Invesco growth opp | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Sarfaraz Hussain
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. Hdfc top 100 growth | Equity - Large Cap Fund | 4 | Continue the investment |
2. uti equity fund g | Equity - Multi Cap Fund | 5 | Continue the investment |
3.axis midcap g | Equity - Mid Cap Fund | 4 | Continue the investment |
4.axis blue chip fund g | Equity - Large Cap Fund | 5 | Continue the investment |
5.axis focused 25 g | Equity - Focused Fund | 5 | Continue the investment |
6.axis small cap g | Equity - Small cap Fund | 4 | Continue the investment |
7.SBI small cap g | Equity - Small cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
8.SBI magnum multi cap | Equity - Multi Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Shashi Kumar Udhani
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. HDFC CAPITAL BUILDER FUND | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
2. TSGP AXIS LONG TERM EQUITY FUND GROWTH | Equity - ELSS | 5 | Continue the investment |
Manish Pandey
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Mirae Asset emerging bluechip fund direct growth | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
SBI small cap fund direct growth | Equity - Small cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
HDFC index fund Nifty 50 plan | (scheme name not Properly specified) | - |
Hari Narayanan
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SBI Corporate Bond - Regular Growth | Debt - Corporate Bond Fund | 4 | Continue the investment |
Bharadwaj AK
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SBI Small Cap | Equity - Small cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
SBI Midcap | Equity - Mid Cap Fund | 4 | Continue the investment |
ABSL Equity fund | Equity - Multi Cap Fund | 4 | Continue the investment |
HDFC midcap opportunities fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Sainath Kashetty
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Reliance Nippon India Large Cap Fund- Growth Option Plan. | Equity - Large Cap Fund | 4 | Continue the investment |
HDFC EQUITY FUND | Equity - Multi Cap Fund | 4 | Continue the investment |
RELIANCE VISION FUND | Equity - Large & Mid Cap Fund | 2 | Axis Growth Opportunities Fund is Better options |
RELIANCE EQUITY OPP FUND - GROWTH | Equity - Thematic Fund - Global | 4 | Continue the investment |
HDFC MID-CAP OPP FUND - GROWTH | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
DSP BLACKROCK TAX SAVER FUND | Equity - ELSS | 4 | Continue the investment |
Pramod
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1.Aditya BSL Equity Hybrid' 95 Fund- Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
2.HDFC Balanced Advantage fund- Growth | Hybrid - Balanced Advantage | 4 | Continue the investment |
3.HDFC hybrid Equity Fund- Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
4.ICICI(P) Balanced Advantage Fund -Growth | Hybrid - Balanced Advantage | 5 | Continue the investment |
5.ICICI(P) Equity & Debt Fund- Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
6. ICICI(P) Multi Asset Fund- Growth | Hybrid - Multi Asset Allocation | 4 | Continue the investment |
7.L&T Balanced Advantage Fund- Growth | Hybrid - Balanced Advantage | 4 | Continue the investment |
8.L& T Hybrid Equity Fund - Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
9.Nippon Equity Hybrid Fund_ Growth | Hybrid - Aggressive Hybrid Fund | 3 | Axis Equity Hybrid Fund |
10.SBI Equity Hybrid fund- Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
11.Sundaram Equity Hybrid Fund -Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
12.Tata Hybrid Equity Fund- Growth. | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
Sharda
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Franklin India Smaller Cos Fund(G) | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
HDFC Mid-Cap Opportunities Fund(G) | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
ICICI Pru Value Discovery Fund(G) | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
Kotak Standard Multicap Fund(G) | Equity - Multi Cap Fund | 4 | Continue the investment |
Mirae Asset Emerging Bluechip-Reg(G) | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
SBIBlueChip Fund-Reg(G) | Equity - Large Cap Fund | 4 | Continue the investment |
Priti Premlal
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Nippon India Small Cap Fund - Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
L&T Mid- Cap Fund Growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
MotilalOswalMuticap 35 Fund - Regular Fund - Growth | Equity - Multi Cap Fund | 5 | Continue the investment |
Axis Blue Chip Fund Growth | Equity - Large Cap Fund | 5 | Continue the investment |
Mirae Asset Emerging Bluechip growth | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
SUNDARAM MUTUAL FUND - Growth | (scheme name not Properly specified) | - |
Krishna Puthran
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Axis Bluechip Fund | Equity - Large Cap Fund | 5 | Continue the investment |
BNP Paribas India Consumption Fund | Equity - Sectoral Fund - FMCG | 3 | ICICI Prudential FMCG Fund |
DSP Focus Fund | Equity - Focused Fund | 5 | Continue the investment |
HDFC Balanced Advantage Fund - Regular Plan | Hybrid - Balanced Advantage | 4 | Continue the investment |
HDFC Hybrid Equity Fund - Regular Plan | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
HDFC Small Cap Fund - Regular Plan | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
ICICI Prudential Balanced Advantage Fund | Hybrid - Balanced Advantage | 5 | Continue the investment |
ICICI Prudential Large & Mid Cap Fund | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Kotak Standard Multicap Fund - Regular Plan | Equity - Multi Cap Fund | 4 | Continue the investment |
Mirae Asset Emerging Bluechip Fund | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Mirae Asset Midcap Fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Nippon India Equity Hybrid Fund | Hybrid - Aggressive Hybrid Fund | 3 | Axis Equity Hybrid Fund |
Nippon India Small Cap Fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
SBI Banking & Financial Services Fund | Equity - Sectoral Fund - Banks & Financial Services | 3 | Aditya Birla Sun Life Banking and Financial Services Fund |
SBI Blue Chip Fund | Equity - Large Cap Fund | 4 | Continue the investment |
Tushar Wadia
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. SBI Blue Chip Fund -Regular Growth | Equity - Large Cap Fund | 4 | Continue the investment |
2. HDFC Hybrid Equity Fund- Direct Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
3. Aditya Birla Sun life Frontline Equity Fund- Regular plan Growth | Equity - Large Cap Fund | 4 | Continue the investment |
4. Nippon India Small Cap Fund- Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Dushyant Joshi
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. HDFC corporate bond fund | Debt - Corporate Bond Fund | 3 | Nippon India prime Fund is 5 star rated Better option |
2. Adirya Birla corporate bond fund | Debt - Corporate Bond Fund | 4 | Continue the investment |
3. Axis banking & PSU fund | Debt - Banking and PSU Fund | 4 | Continue the investment |
4. HDFC Short term Fund | (scheme name not Properly specified) | ||
5. Axis Treasury advance fund | Debt - Low Duration Fund | 3 | Franklin India low duration Fund is 5 star rated Better option |
Giridharan Kasturi
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
L&T - India Value Fund (G) | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
Nippon India - Large Cap Fund (G) | Equity - Large Cap Fund | 4 | Continue the investment |
UTI - Transportation & Logistics (G) | Equity - Sectoral Fund - Auto | 2 | UTI-Transpotation and Logistics Fund |
UTI - MNC Fund (G) | Equity - Thematic Fund - MNC | 3 | continue the investment |
Treenanjan Bharadwaj Phukan
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SBI Magnum Midcap Fund | Equity - Mid Cap Fund | 4 | Continue the investment |
Haresh Bilandani
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Franklin India Prima Plus Growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Mirae Large Cap Fund - Regular- Growth Plan | Equity - Large Cap Fund | 4 | Continue the investment |
SBI Magnum Global Fund - Regular Growth Plan | Equity - Thematic Fund - MNC | 3 | continue the investment |
Kotak Standard Multicap Fund - Growth - Regular Plan | Equity - Multi Cap Fund | 4 | Continue the investment |
BSL Pure Value Fund Plan - Growth Regular Plan | Equity - Value Fund | 1 | Better options are available, refer the recommended schemes of this category |
L&T India Value Fund - Growth | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
Mirae Asset Emerging Blue Chip fund - Regular Growth Plan | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Birla Sunlife Advantage Fund - Growth Regular Plan | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Birla Sunlife Frontline Equity Fund Growth - Regular Plan | Equity - Large Cap Fund | 4 | Continue the investment |
ICICI Prudential Value Discovery fund Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
HDFC Gold Fund Direct - Gr | FoFs (Domestic / Overseas ) - Gold | 1 | At present levels fresh investments in Gold to be avoided |
HDFC Balance Advantage Fund - Growth Plan | Hybrid - Balanced Advantage | 4 | Continue the investment |
HDFC Balance Advantage Fund - Dividend Plan | |||
Dividend Payout | Hybrid - Balanced Advantage | 3 | Icici Prudential Balanced Advantage Fund |
Dividend Reinvestment | Hybrid - Balanced Advantage | 3 | Icici Prudential Balanced Advantage Fund |
N Bhakta
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
ICICI Prudential Value Discovery fundRegular Plan (Growth) | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
ICICI Prudential Multi-Asset Fund Growth | Hybrid - Multi Asset Allocation | 4 | Continue the investment |
Tahir Khan
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1-ADITYA BIRLA SUN LIFE FRONT LINE EQUITY FUND GROWTH PLAN | Equity - Large Cap Fund | 4 | Continue the investment |
2 - AXIS LONG TERM EQUITY FUND GROWTH PLAN | Equity - ELSS | 5 | Continue the investment |
3 - Canara Rob Emerg Equities Fund-Reg(G) | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
4 - FRANKLIN INDIA SMALLER COMPANIES FUND GROWTH PLAN | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
5 - HDFC MID CAP OPPORTUNITIES FUND GROWTH PLAN | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
6 - ICICI PRUDENTIAL BLUECHIP FUND GROWTH PLAN | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
7 - ICICI PRUDENTIAL VALUE DISCOVERY FUND GROWTH PLAN | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
8 - MotilalOswalMulticap 35 Fund-Reg(G) | Equity - Multi Cap Fund | 5 | Continue the investment |
9 - RELIANCE SMALL CAP FUND GROWTH PLAN | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
10 - RELIANCE TAX SAVER FUND GROWTH PLAN | Equity - ELSS | 2 | Better options are available, refer the recommended schemes of this category |
Krishna Prasad Bhat
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Sun Life Equity Fund - Growth-Direct Plan | Equity - Multi Cap Fund | 4 | Continue the investment |
HDFC Hybrid Equity Fund - Direct Plan - Growth Option | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
ICICI Prudential Value Discovery Fund - Direct Plan - Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
L&T India Value Fund Direct Plan - Growth | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
Arun Venugopal
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
IDFC Sterling Value Fund – Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
Aditya Birla Sun Life Small Cap Fund Growth | Equity - Small cap Fund | 1 | Better options are available, refer the recommended schemes of this category |
Mirae Large Cap Fund - Regular Growth | Equity - Large Cap Fund | 4 | Continue the investment |
L&T Hybrid Equity Fund – Growth | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
Edelweiss Mid Cap Fund - Regular Plan – Growth | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
IDFC Sterling Value Fund – Growth | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
DSP Mid Cap Fund - Reg– Growth | Equity - Mid Cap Fund | 4 | Continue the investment |
MotilalOswalMulticap 35 Fund-Regular | Equity - Multi Cap Fund | 5 | Continue the investment |
HDFCMid-CapOpportunities Fund – Growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
RELIANCE (Nippon India) SMALL CAP FUND – GROWTH | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
L&T Emerging Businesses Fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
FranklinIndia Small Companies Fund – Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
SUNDARAM SERVICES FUND REGULAR GROWTH | Equity - Sectoral Fund - Service Industry | 4 | Continue the investment |
UTI Transportation & Logistics Fund - Regular Growth | Equity - Sectoral Fund - Auto | 2 | UTI-Transpotation and Logistics Fund |
L&T Emerging Opportunities Fund -Sr.II Direct | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Liquid Fund | |||
Mirae Asset Cash Management | Debt - Liquid Fund | 4 | Continue the investment |
L&T Money Market | Debt - Money Market Fund | 4 | Continue the investment |
IDFC Money Manager | Debt - Money Market Fund | 5 | Continue the investment |
Ravindra Pratap Singh
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. SBI blue chip fund | Equity - Large Cap Fund | 4 | Continue the investment |
2. ABSL frontline equity | Equity - Large Cap Fund | 4 | Continue the investment |
3. L & T Midcap fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
4. Mirae Large Cap | Equity - Large Cap Fund | 4 | Continue the investment |
1. Franklin India focused equity fund | Equity - Focused Fund | 3 | Better options are available, refer the recommended schemes of this category |
2. Franklin india tax schield | Equity - ELSS | 4 | Continue the investment |
3. Franklin india Prima fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
4. Franklin India smaller companies fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
5. DSPBL tax saver | Equity - ELSS | 4 | Continue the investment |
6. HDFC hybrid equity fund | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
7. HDFC midcap opportunity fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
8. HDFC tax saver | Equity - ELSS | 3 | Better options are available, refer the recommended schemes of this category |
Anoop Adhikari
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
1. Hdfc Top 100 Fund | Equity - Large Cap Fund | 4 | Continue the investment |
2. Icici prudential value discovery fund | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
3.Icici prudential blue chip fund | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
4.Hdfc Hybrid equity fund | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
5.SBI blue chip fund | Equity - Large Cap Fund | 4 | Continue the investment |
6.SBI Small cap fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
7. Mirae asset large cap fund | Equity - Value Fund | 4 | Continue the investment |
Manjunath B
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Sun Life Frontline Equity | Equity - Large Cap Fund | 4 | Continue the investment |
Mirae asset large cap fund | Equity - Value Fund | 4 | Continue the investment |
Kotak Standard Multicap Fund | Equity - Multi Cap Fund | 4 | Continue the investment |
Aditya Birla Sun Life Equity Fund | Equity - Multi Cap Fund | 4 | Continue the investment |
Mirae asset focussed fund | Equity - Focused Fund | 5 | Continue the investment |
HDFC Mid-Cap Opportunities Fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Reliance small cap fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Thota Gowri
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
Aditya Birla Sunlife Front Equity Fund | Equity - Large Cap Fund | 4 | Continue the investment |
DSP World Gold Fund | FoFs (Domestic / Overseas ) - Gold | 3 | At present levels fresh investments in Gold to be avoided |
HDFC Top 100 Fund | Equity - Large Cap Fund | 4 | Continue the investment |
ICICI Prudential Infrastructure Fund | Equity - Sectoral Fund - Infrastructure | 2 | UTI Infrastructure Fund |
ICICI Prudential Mid Cap Fund | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Invesco India Contra Fund | Equity - Contra Fund | 3 | Kotak India Eq Contra Fund is Better option |
Invesco India Growth Opportunities Fund | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
JM Value Fund | Equity - Value Fund | 4 | Continue the investment |
L & T Equity Fund | Equity - Multi Cap Fund | 4 | Continue the investment |
L & T Indian Value Fund | Equity - Value Fund | 3 | Better options are available, refer the recommended schemes of this category |
MotilalOswal Mutual Fund | (scheme name not Properly specified) | - | |
Reliance Arbitrage Fund | Hybrid - Arbitrage Fund | 3 | Principal Arbitrage Fund |
Reliance Gold Savings Fund | FoFs (Domestic / Overseas ) - Gold | 3 | At present levels fresh investments in Gold to be avoided |
Reliance Index Fund - Nifty Plan | Index Funds - Nifty | 4 | Continue the investment |
Reliance Index Fund- Sensex Plan | Index Funds - Sensex | 5 | Continue the investment |
Reliance Large Cap Fund | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Reliance Low Duration Fund | Debt - Low Duration Fund | 5 | Continue the investment |
Reliance Money Market Fund | Debt - Money Market Fund | 1 | SBI Savings Fund is 5 star rated Better option |
Reliance NiveshLakshya Fund | Debt - Long Duration Fund | 4 | Continue the investment |
Reliance Small Cap Fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
Reliance Junior BEES FFOF | FoFs (Domestic) - Equity Oriented | ETF | |
Reliance Banking & PSU Debt Fund | Debt - Banking and PSU Fund | 4 | Continue the investment |
Reliance Equity Hybrid Fund | Hybrid - Aggressive Hybrid Fund | 3 | Axis Equity Hybrid Fund |
Reliance Low Duration Fund | Debt - Low Duration Fund | 5 | Continue the investment |
SBI Blue Chip Fund | Equity - Large Cap Fund | 4 | Continue the investment |
SBI Equity Hybrid Fund | Hybrid - Aggressive Hybrid Fund | 5 | Continue the investment |
SBI Magnum Multi Cap Fund | Equity - Multi Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
SBI Small Cap Fund | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
HDFC Mid Cap Opportunities Fund | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
ICICI Prudential Thematic Advantage | FoFs (Domestic) - Equity Oriented | 1 | At present levels fresh investments in this category to be avoided |
ICICI Prudential Multi Asset Fund | Hybrid - Multi Asset Allocation | 4 | Continue the investment |
ICICI Prudential Value Discovery Fund | Equity - Value Fund | 2 | Better options are available, refer the recommended schemes of this category |
L & T Indio Asia Fund | (scheme name not Properly specified) | - | |
Reliance Focussed Equity Fund | Equity - Focused Fund | 3 | Better options are available, refer the recommended schemes of this category |
Alex Rodrigues
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
SIPs: | |||
1. DYDP - UTI Dividend Yield Fund - Regular Dividend Plan | Equity - Dividend Yield Fund | 4 | Continue the investment |
2. IRGP - LIC Nomura Infrastructure Fund - Regular Plan Growth | Equity - Sectoral Fund - Infrastructure | 3 | UTI Infrastructure Fund |
3. FEGP- PGIM India Large Cap Fund - Regular Plan Growth | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
4. 72 - Sundaram Small Cap Fund Regular Growth | Equity - Small cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
5. MCGP - UTI Mid Cap Fund - Regular Growth Plan | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
6. 04 - Sundaram Mid Cap Fund Regular Growth | Equity - Mid Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
LUMPSUM: | |||
1. Axis Gold Fund Growth | FoFs (Domestic / Overseas ) - Gold | 3 | Better options are available, refer the recommended schemes of this category |
2. Axis Multicap Fund Growth | Equity - Multi Cap Fund | 5 | Continue the investment |
3. HDFC Equity Fund - Regular Plan Growth | Equity - Multi Cap Fund | 4 | Continue the investment |
4. HDFC Growth Opportunities Fund - Regular Plan Growth | Equity - Large & Mid Cap Fund | 4 | Continue the investment |
5. ICICI Prudential Manufacture in India Fund Growth | Equity - Thematic Fund - Other | 2 | Quant funds to be considered |
6. ICICI Prudential Multicap Fund - Growth | Equity - Multi Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
7. LIC Mutual Fund Tax Plan - Regular Plan Growth | Equity - ELSS | 3 | Better options are available, refer the recommended schemes of this category |
8. Sundaram Select Micro Cap SR 8-5 years Regular Growth | Close Ended fund | - | |
9. GP - UTI Capital Protection Oriented Scheme | close Ended fund | - | |
10. FEGP- PGIM India Large Cap Fund - Dividend Payout | Equity - Large Cap Fund | 2 | Better options are available, refer the recommended schemes of this category |
V K Sharma
Name of the Fund | Category | RankMF Star Rating | Recommendations |
---|---|---|---|
icici prudential blue chip fund growth | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
reliance large cap fund growth plan-growth option | Equity - Large Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
Mirae Large Cap Fund Growth Plan | Equity - Large Cap Fund | 4 | Continue the investment |
hdfc mid cap oppurtunities fund--regular plan-growth | Equity - Mid Cap Fund | 3 | Better options are available, refer the recommended schemes of this category |
kotak standard multi cap fund-growth option | Equity - Multi Cap Fund | 4 | Continue the investment |
General Recommendation List: Category-wise
Large cap funds: Suitable options considering quality and value for money at present levels are:
- UTI - Master Share
- JM Large Cap Fund
- Mirae Asset Large cap fund
Large and Midcap funds: Suitable options considering quality and value for money at present levels is Kotak Equity Opportunity Fund
Midcap funds: Suitable options considering quality and value for money at present levels are:
- DSP Midcap
- Axis Midcap
Multicap funds: Suitable options considering quality and value for money at present levels are:
- UTI Equity Fund
- Axis Multicap
- Motilal Oswal Multicap 35
Focused funds: Suitable options considering quality and value for money at present levels are:
- Axis Focused 25
- Motilal Oswal Focused 25
Small cap funds: Suitable options considering quality and value for money at present levels are:
- Kotak Small Cap
- Axis Small Cap
ELSS funds:
- Motilal Oswal Long Term Equity Fund
- Axis Long Term Equity Fund - Growth
- ICICI Prudential Long Term Equity Fund (Tax Saving) - Growth
Value funds:
- Tata Equity P/E Fund
- UTI Value Opportunities Fund
- JM Value Fund
Illustration: Dominic Xavier/Rediff.com
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Any use of the information/any investment and investment related decisions of the investors/recipients are at their sole discretion and risk. Any advice herein is made on a general basis and does not take into account the specific investment objectives of the specific person or group of persons. Opinions expressed herein are subject to change without notice.