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Mutual Fund Corner: 'Invested Rs 1 lakh in SBI-Dual Adv Fund Series XXV Regular Growth & HDTV Opportunity Fund-1140 D Regular Growth, what should I do?'

Mutual Fund Corner: 'Invested Rs 1 lakh in SBI-Dual Adv Fund Series XXV Regular Growth & HDTV Opportunity Fund-1140 D Regular Growth, what should I do?'

Mutual Fund Corner: 'Invested Rs 1 lakh in SBI-Dual Adv Fund Series XXV Regular Growth & HDTV Opportunity Fund-1140 D Regular Growth, what should I do?'
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By CNBC-TV18 Nov 15, 2018 4:36:06 PM IST (Published)

Want to invest in mutual funds but don’t know how to go about it? Get all your mutual fund related queries answered by our expert, Manoj Nagpal, managing director and chief executive officer, Outlook Asia Capital, on our show Mutual Fund Corner.

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Get all your mutual fund related queries answered by our expert, Manoj Nagpal, managing director and chief executive officer, Outlook Asia Capital, on our show Mutual Fund Corner.

Q: 47-year-old Jagannadha Kumar G writes to us from Andhra Pradesh. I have invested Rs 1 lakh in SBI-Dual Adv Fund Series XXV Regular Growth and HDTV Opportunity Fund-1140 D Regular Growth. Please advise.
A: SBI Dual Advantage Funds:
  • Close-ended conservative debt fund with a maturity of 3 ½ yrs.
  • Around 15 percent allocation to equity.
  • Replacement to your bank fixed deposit with a potential of slightly higher return
  • HDFC Housing Opportunities Fund – 1140D:
    • Three year close ended thematic equity fund investing in stocks with exposure to housing sector
    • Is well diversified but still thematic.
    • 65 percent large caps like L&T, SBI, HDFC and ICICI Bank.
    • Don’t see a significant value add of such product to portfolio construction.
    • Click here to watch the full episode of Mutual Fund Corner

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