How is my mutual fund portfolio

I have invested in these mutual funds. I would like to know whether I can continue in these funds and do I need to make a switch over and reinvest in other funds. Kindly advise. HDFC Top 200 Monthly, HDFC Equity Monthly, HDFC Prudence Monthly, IDFC Premier Equity Monthly, Axis Mid Cap Monthly, Quantum Long Term Equity Monthly, Sundaram Select Mid Cap Monthly, Mirae Emerging Blue Chip Monthly, Franklin Bluechip Monthly, Franklin Prima Plus one time, Franklin US Feeder Fund one time, Franklin European Fund one time, Franklin PE Ratio one time, Sundaram Global Advantage one time, DSP Top 100 Monthly, DSP US Blue Chip Equity one time, ICICI Focussed Blue Chip Monthly, ICICI Value Discovery Monthly, ICICI Global Stable Equity one time, UTI Mid Cap Monthly, UTI Opportunities Monthly, UTI Dynamic bond fund one time?

Jan 7, 2017 by Venkatraman B, Bangalore  |   Mutual Fund

You have invested in many number of funds from various categories like, debt funds, balanced fund, large cap, mid and small cap, sectoral, thematic, diversified, PE funds and international funds.

Please note that mutual fund investments should be done according to ones risk taking appetite and investment horizon. Moreover, each investment should ideally be linked to some goal so that it becomes easier for you to track the goals and monitor periodically the fund performance to check if they are aligned with your goal.

Therefore, if you can let us know the time horizon of your investment/ purpose of the investment or goal and risk profile, we will be in a better position to guide you with your fund selection.

Hope the above helps : ) Thanks for writing to Advisorkhoj.

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