Thanks for your question to Sahifund.com Because we provide you proper guidance, please suggest your objective (whether it is for long term investment or short-term investment) If we can get some information about your existing portfolio, we can give you better guidance.

Edelweiss Business cycle fund is a thematic fund and during first 6 months, it has given negative return of 9.84%. If we compare that same with BSE 500 index, the benchmark index has given negative return of only 2.26%. This clearly suggest disappointing performance.
It has invested about 99.32 % of the corpus in Equity shares, however its portfolio does not offer confidence. The scrips selected and invested by this fund are not expected to give strong returns in the near future. The investment in Samvardhana Motherson, Persistent systems, Divis lab etc. may not fetch adequate returns. Hence, we suggest you shift your investment to some other better performing scheme ( e.g. HDFC Focus 30 or HDFC Flexi cap fund etc.)

Thanks for your question. SBI Energy fund has given negative return of 2.51% during last one year. However, it is necessary to evaluate the performance of this fund Vs. the performance of its benchmark index. The benchmark index has posed negative return of 5.41% during last one year and according to the performance of scheme is not bad.
The fund has invested about 96% of the corpus in the Equity shares out of which 42.82% amount is invested in Midcap and small cap stocks. It also suggests safe and conservative approach of the fund manager.

However, the Energy sector does not give confidence and instead of investing in this sector, we suggest shifting your investment in Banking fund or healthcare fund. Banking fund is expected to give better returns in the next 2/3 quarters.

Thanks for participating in Q&A section of Sahifund.com. After evaluating various funds, we suggest Tata Small cap fund. This scheme has given impressive returns during different time frame such as one year, 3 years, five years etc. The scheme has invested higher amount of AUM in Midcal and small cap funds.
Nippon Small cap fund is also performing good.

Thanks for your interest in Sahifund.com.
We suggest ICICI Pru. Value discovery fund, which has provided 20.33% pa during last 3 years.
The fund has invested in 67 scrips most of them are giant and large cap stocks. The investment strategy is bent towards giant and large cap sector.
The fund is overweight on Financial sector, Energy and utilities, healthcare and technology sector stocks.

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