@Aditya Kumar Mohapatra

Aditya Kumar Mohapatra

@adityakumarmohapatra

Follow me on WealthTrust !!!

|
10

Post

|

12

Followers

Follow me on WealthTrust !!!
15-Oct-2018
I have got two SIPs Multicap funds in my portfolio that are Kotak Standard Multicap fund & Motilal Multicap 35 Fund . But Motilal Multicap 35 Fund is not performing well . Shall I change from Motilal Multicap 35 Fund to ICICI Blue Chip fund ? I have already have SBI blue Chip fund in my portfolio. Please advise Read More...
1
Comment
Share
15
Like
Report

15-Oct-2018
One Multicap is enough.. U can stop and redeem MO multicap and add that Funds to SBI Bluechip...NAV is currently low and it will help u in averaging your NAV..why to go for new Large cap. Read More...
3
4
Follow me on WealthTrust !!!
12-Oct-2018
Can I switch from ICICI Balanced Fund Direct Growth to ICICI Balanced Advantage Fund Direct Growth before completing 1 year without exit load. Please advise me Read More...
2
Comment
Share
19
Like
Report

12-Oct-2018
Balance fund is better then balance advantage fund Read More...
3
Follow me on WealthTrust !!!
12-Oct-2018
I have got following SIP for 10 years . Please advise are these funds are ok or should change any fund ? SBI blue Chip. - 3000 Kotak Multicap fund - 3000 Motilal Multicap 35 Fund- 2000 Mirae Asset emerging Bluechip fund- 2000 and Lumpsum 5 lac invested in ICICI Equity & Debt fund direct growth through STP shall I switch it to ICICI Balanced Advantage Fund ? Please advise. Read More...
2
Comment
Share
23
Like
Report

12-Oct-2018
I am not sure about Kotak Select but all other Schemes are GOOD. Read More...
5
Follow me on WealthTrust !!!
12-Oct-2018
Can I switch from ICICI Prudential Balanced Fund Direct Growth to ICICI Prudential Balanced Advantage Fund Direct Growth before completing 1 year without any exit load ? Read More...
2
Comment
Share
11
Like
Report

12-Oct-2018
within one year exit load is there. Read More...
2
Follow me on WealthTrust !!!
02-Oct-2018
How one can increase his SIP amount ? What is the process ? Read More...
1
Comment
Share
Like
Report

03-Oct-2018
you can start new SIP in the same folio number with the same scheme. not all AMCs allow SIP top up directly. better start a new SIP. Read More...
1
1
Follow me on WealthTrust !!!
02-Oct-2018
A senior citizen can invest in which mutual funds 10 years period for wealth creation ? Please advise Read More...
1
Comment
Share
Like
Report

03-Oct-2018
A senior citizen should always think of wealth preservation along with wealth creation. hence balanced funds are best. invest in $ICICI Prudential Equity & Debt Fund - Direct Plan - Growth .. a good balanced plan. you can also check $ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth  Read More...
Follow me on WealthTrust !!!
02-Oct-2018
Investment in which mutual funds for a Senior Citizen is safe ? Please advise Read More...
1
Comment
Share
Like
Report

03-Oct-2018
Balanced funds and balanced conservative funds. Check my earlier comment sir. Follow me. Please help me increase my followers if you like the answers Read More...
1
1
Follow me on WealthTrust !!!
02-Oct-2018
Whether can I avail income tax rebate under 80c from the Senior Citizen Scheme investment ? Read More...
1
Comment
Share
Like
Report

03-Oct-2018
yes sir you will be eligible for deduction under 80C upto 1.5L Read More...
Follow me on WealthTrust !!!
18-Sep-2018
Can I get information regarding switch over from regular Fund to Direct Fund of my Axis Emerging Opportunities Fund series 2 which is a closed ended fund ? Read More...
1
Comment
Share
Like
Report

Closed ended funds can't be switched sir. You will get the money in your account on the maturity date and then you can invest it in another fund. Do not go for a closed ended fund in future. Read More...
Follow me on WealthTrust !!!
13-Sep-2018
I am a senior citizen & invested in these following funds through SIP for 10 years. Also want to invest another 2000/- in which Fund ? Please advise me. Whether these following funds are right selection or not ? Shall any change required in these funds ? Please advise me. SBI Bluechip - Rs. 3000/- Kotak Select Focus - Rs. 3000/- Motilal Multicap 35 Fund- Rs.2000/- Mirae Emerging Bluechip - Rs.2000/- Read More...
5
Comment
2
Share
1
Like
Report

13-Sep-2018
Sir if u r senior citizens than u have to invest in balance fund. Read More...
1
3