Are my mutual fund schemes good for long term investing?
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By ET Online |
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I have SIP investment in following funds:
SBI Bluechip Fund- Rs 8,000
HDFC Balanced Fund- Rs 6,000
Motilal Oswal MOSt Focused Multicap 35- Rs 6,000
Pricipal Emerging Bluechip – Rs 6,000.
In order to balance my portfolio I have a lump sum investment in some debt funds as well.I have a moderate risk profile with long term plans (above 10 years). Is my selection of schemes fine for long term investing?
-- Jibu Alex
Ankita Tanna Narsey, founder, Oaktree Financial Advisors, responds:
You have a good selection of funds in your portfolio for a long term tenure. Be consistent with your SIPs and keep monitoring your investments at regular intervals.
SBI Bluechip Fund- Rs 8,000
HDFC Balanced Fund- Rs 6,000
Motilal Oswal MOSt Focused Multicap 35- Rs 6,000
Pricipal Emerging Bluechip – Rs 6,000.
In order to balance my portfolio I have a lump sum investment in some debt funds as well.I have a moderate risk profile with long term plans (above 10 years). Is my selection of schemes fine for long term investing?
-- Jibu Alex
Ankita Tanna Narsey, founder, Oaktree Financial Advisors, responds:
You have a good selection of funds in your portfolio for a long term tenure. Be consistent with your SIPs and keep monitoring your investments at regular intervals.
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