UTI Dynamic Bond Fund (G) OR
TATA Dynamic Bond Fund (G)
Sir which one is good for 3-5 yrs.
According to your choice your best debt fund
and sir their approx return%
Asad-First define your timeframe. There is a difference of 2 years in your assumed timeframe.
Asad-Then don’t go beyond short term debt funds.
And Sir for 3 yrs
Sir how is UTI CCP plan for lumpsum investment of Rs 20000 for 18 yrs
Asad-It is debt oriented balanced fund and taxed as per debt funds. Why this fund for 18 years of investment?
Sir as per your advise, I have already started with Hdfc Balanced Fund G and Icici focussed bluechip G for long term. Shall I add one more Balanced fund/ Large cap to the portfolio. If yes, then kindly suggest Sir.
Asad-Why two funds? Why not only one fund? I think by adding too many and not understanding your goals, you may confuse yourself. Please understand the difference between equity oriented and debt oriented debt funds. Both are different.
Sir you mean to say that hdfc & icici is enough for long term.