In stead of the fund you have shortlisted, WE would suggest DSP Nifty Next 50 Index fund. Compared to Nifty, the return from Nifty Next 50 is expected to much higher and the performance of DSP Nifty Next 50 Index fund has been impressive. So, you may go for the same.

WE publish our guidance on the NFO page itself. As you know, we believe that Defence theme may not be attractive any more. The traders in the stock market are always searching for new themes every 2 years. More over most of the stocks in defence sector have reached too high valuations and there is not much room for these shares to go up sharply. So this NFO is not suggested.

Bank of India Business Cycle fund is a thematic fund and it may not provide best returns all the time. Even if you scrutinize 2 months track record, it is not so impressive. So more investment (eg Rs. 40 lacs) in such theme is not recommended.

Thanks for availing Mutual fund guidance from Sahifund.com.
We believe that you have taken correct decision to spread your allocable funds in different categories. This will reduce the risk of concentration and bring good returns.

Dear Amitbhai,

You have selected Canara Robeco Small cap fund for SIP of Rs. 2000. The performance of this fund is very satisfactory. However, Nippon India Small cap fund shows better and higher performance. So next time, if you have to select some fund for SIP, you can select Nippon India Small cap fund or Quant Small fund. We suggest that before committing your investment, you take our guidance. After making investment, there is no use of our guidance or suggestion

Since you wish to invest Rs. 1500 to Rs. 2000 per month, I would suggest Quant Large and Midcap fund and also Nippon India Vision fund. Since both the funds have focus on large cap shares and midcap shares, it can bring safety as well as growth to your portfolio.
Quant Large and Midcap has provided 67.99% return in the last one year and it has track record of more than 11 years. The corpus is relatively small, so management of the funds is not difficult. Nippon has also strong track record. So, divide your investible funds in the two schemes.

Return since launch for this fund is 24.05%. In the last few days M&M, Tata Motors share price has jumped up considerably and the same trend is expected to be seen in Hero MotoCorp, Bajaj Auto, TVS in the coming days. The fund can give good returns in the coming days. The uptrend in automobile sector and hence in automobile shares is likely to be long.
Small cap shares and Banking shares are also generating good returns. So in case you want to shift your funds we can give you the following options – ICICI Prudential Banking fund or ICICI Prudential Nifty Next 50 Fund.
However, it is advisable to diversify your funds into different sectors and size of companies and hence we can give advise only if we know about your entire portfolio. Auto Index will give good returns in the next six months

The return of 12.33% till now given by this fund is satisfactory.  Currently the AUM of this fund is Rs. 413 crores. The fund has invested in 28 multinational companies doing business in different sectors.
Main weightage is given to Britannia, Nestle, HUL, Mahindra CIE Automotive , Siemens India etc. In the coming days, MNC shares are expected to show good uptrend. We recommend you stay invested in this fund.
A lot of investors are currently shifting to small cap and media cap funds and  new inflow into these funds is huge. It remains to be seen whether fund managers are able to sustain the returns generated currently over a long period of time.

You are right that when a new fund is launched we do have history to fall back on to gauge its performance. Hence, there is some risk. This scheme of Taurus Mutual Fund has given good return and gave return of 36.91% in the last one year. Compared to that Nippon India Banking Fund has given return of 38.19% and Tata Banking & Financial Scheme has given 40.43% return. Sundaram Financial Services Scheme has given return of 41% in the  last one year.

In Taurus’s scheme, 98.97% of the AUM is invested in equity. From that 84% is invested in giant and large cap companies. 86.90% of the fund is concentrated in 10 companies. And in the coming 2 years these 10 companies have a good growth potential.

So you can continue to hold your current investment in this fund while new investment should be done in Tata Banking & Financial Fund since it has given better return in the peer comparison we saw above and also to diversify your portfolio.

The fund was launched in September 2021 and since then it has given return of 15.30%. Benchmark for this fund is BSE 500 Index and AUM is only Rs. 840 crores. In the last one year return of 25.18% has been earned , in the last six months return of 8.12% has been earned (compared to the benchmark of 3.54%).

We should also do a peer comparison while making the investment decision. ICICI Value Discovery Fund manages a huge AUM of Rs. 29319 crores. It has given return of 30.14% in the last one year. SBI Contra Fund has given return of 36.79% and Bandhan Sterling Value Fund has given return of 35.18% in the last one year. In the last six months and three months duration, Canara Robeco Value Fund has given good returns. So you have two options : 1. Invest in the Canara Robeco Value Fund OR 2. Invest in SBI ContraFund