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Please let me know if I need to change funds in my mutual fund direct portfolio

I have the below Direct portfolio in my MF account. Kindly let me know in case the quality of the holding & if I need to make any changes: SBI Magnum Multicap Fund - Rs. 2000, SBI Midcap Fund-Reg-G - Rs. 1000, SBI Blue Chip - Rs 2000, SBI Magnum Tax Gain- Growth - Rs. 2000, HDFC Long Term - Rs. 2000, HDFC Balanced - Rs. 1000, HDFC Monthly Income Plan - Long Term Plan - 2000?

Jul 25, 2016 by Umesh, Bangalore  |   Mutual Fund

You fund selection is good and you have very well diversified your mutual funds investments into large cap, multicap, midcap and hybrid funds. The only scheme whose performance has been lacklustre for last few years is SBI Magnum Taxgain which you might like to review further.

For knowing more about SIP performance of ELSS schemes, you may check here – Top performing SIP Mutual Funds – ELSS category

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