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
Disclaimer: This article is meant for information purpose only. This article and information do not constitute a distribution, an endorsement, an investment advice, an offer to buy or sell or the solicitation of an offer to buy or sell any securities/schemes or any other financial products/investment products mentioned in this QnA or an attempt to influence the opinion or behaviour of the investors/recipients.
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.
