We answer viewer question on the evaluation of mutual fund portfolio.
Edited Highlights
0:23 We take up the query of viewer Santosh Avhad about his equity fund investments
1:17 Santosh has invested in equity fund SIPs through direct plans
1:25 He has invested in Aditya Birla Sun Life Frontline Equity and SBI Bluechip
1:37 Santosh has also invested in Kotak Select Focus which is a mutli-cap equity scheme
1:43 There is also an investment in Mirae Asset Emerging Bluechip
1:50 We think the mutual funds have been well selected
2:00 The reason we like the investments is that there is a nice blend of large-cap, multi-cap and small-cap equity funds
2:28 Aditya Birla Sun Life Frontline Equity and SBI Bluechip are one of the frontrunners among large-caps
2:39 Kotak Select Focus is one of the top performers among multi-cap equity schemes
2:49 Mirae Asset Emerging Bluechip bets on small cap companies which can become blue chips in the future
2:59 It is one of the top 5 performing equity funds
3:13 Do stay invested in these funds. Others can follow the same approach of combining large cap, mid cap or small cap and multi cap equity funds