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Readers, your MF queries answered!

By Omkeshwar Singh
December 10, 2019 09:00 IST
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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.

Mutual Fund


Here are Omkeshwar Singh's recommendations

Biswajit Pal

Name of the FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
IDFC Infrastructure Fund Growth Equity - Sectoral Fund - Infrastructure 1 UTI Infrastructure Fund

 


Asha

Name of the FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
SBI Corporate Bond - Regular Growth Debt - Corporate Bond Fund 4 Continue the investment

 


Bharadwaj AK

Name of the FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
SBI Magnum Midcap Fund Equity - Mid Cap Fund 4 Continue the investment

 


Haresh Bilandani

Name of the FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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 FundCategoryRankMF Star RatingRecommendations
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.

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