@Ved Prakash Upadhyay

Ved Prakash Upadhyay

@vedprakashupadhyay2

Follow me on WealthTrust !!!

|
2

Post

|

0

Followers

Follow me on WealthTrust !!!
30-May-2019
Please Help me to improve my Portfolio My Goal is long term, tax saving and some liquidity for any emergency , My monthly income is 30K plus and my funds are... DSP Black rock tax saving fund Dir SIP 2000 Axis long term equity Fund Dir SIP 500 HDFC Small Cap Dir Fund SIP 1000 Franklin India Prima Fund Dir Lum Sum 10000 Aditya BSL Tax Relief'96 Fund- (ELSS U/S 80C of IT ACT) - Growth-Direct Plan SIP 2000 SBI Blue Chip Fund-Direct-Growth SIP 1000 Tata Digital India Fund Direct Plan Growth SIP.500 Reliance Liquid Fund - DIRECT GROWTH PLAN - GROWTH OPTION Lum Sum 40000 Read More...
1
Comment
Share
1
Like
Report

30-May-2019
@vedprakashupadhyay2  Keep only one fund of one category one ELSS fund  $Axis Long Term Equity Fund - Direct Growth  one large-cap you can continue with  $SBI Blue Chip Fund-Direct-Growth  one midcap  $HDFC Small Cap Fund-Direct-Growth and one short term debt fund with 15-20% allocation in your portfolio-  $Franklin India Ultra Short Bond Fund Super Institutional Plan - Direct-Growth  Read More...
2
1
Follow me on WealthTrust !!!
26-Aug-2018
please review my fund, My Goal is long term and suggest some positive corrections in my Portfolio. ABSL Tax relief 96 direct growth fund SIP 2000/Month DSP Tax saver direct growth SIP 2000/Month Axis Long term Equity Direct Growth SIP 500/month SBI Bluechip Direct Growth SIP 1000/Month Frankline India feeder Franklin US Opportunity Direct Fund SIP 1000/Month TATA Digital India Direct Growth SIP 500/Month Reliance Liquid Fund Regular Growth Lump sum 10000 Rs Read More...
2
Comment
6
Share
1
Like
Report

26-Aug-2018
It seems you have invested too much in Tax Saving. You figure out to reduce that. Axis LT Fund and ABSL 96 both are good. You may want to discontinue thematic fund Tata Digital. You may also want to switch from Franklin US fund to ICICI Prudential US fund. Read More...
1
2