I am single, working and 29yrs new investor, decided to do below investment. I am okay with lumpsum investment part. Just want your expert advice on the SIP investment part for below:-
Lumpsum Investments : 6.5lacs
1. SBI Dynamic Bond – 2 Lacs.
2. Birla SunLife MIP II Savings 5.- 2 Lacs.
3. IDFC SSI Medium-Term Plan A- 1 Lacs.
4. Reliance Liquid Cash– 70k.
5. L& T Select Income- Flexi Debt Ret.- 80k
Tax Planning – ELSS Funds- 4K p.m
1. ICICI Prudential Tax Plan – 2k p.m.
2. Canara Robeco Equity Tax Plan- 2K p.m.
Large Cap/ Blue-Chip Funds- 10 K p.m.
1. ICICI Prudential Focused Blue-Chip Fund.- 4K p.m
2. UTI Opportunities Fund.- 3K p.m
3. DSPBR Top 100 Fund- 3 K p.m.
Mid-Small Cap Funds.- 4 K p.m
1. ICICI Prudential Discovery Fund- 2 K p.m.
2. BSL Dividend Yield Plus- 2 K p.m
Retirement Fund- 5 K p.m ( Dynamic Asset Allocator Fund ).
1. Tata Retirement Savings Regular Fund – Progressive.
Balanced Fund- 4 K p.m
1. HDFC Prudence Fund.- 4 K p.m
Gold ETF- 2 K p.m
1. Kotak Gold ETF- 2 K p.m.
Kindly suggest ASAP
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