POSTED BY July 21, 2011 12:28 pm COMMENTS (2)
ONI’m updating my portfolio from 18 funds to 6 funds,
Ive received following suggestions please guide they are good to go.
curent portfolio
Franklin India Flexi Cap Fund (G)
HDFC Capital Builder Fund (D)
HDFC Tax Saver (G)
Reliance Tax Saver (ELSS) Fund (G)
HDFC Premier Multi-Cap Fund (G)
SBI Blue Chip Fund (G)
Fidelity Tax Advantage Fund (D)
Reliance Equity Fund – Retail Plan (G)
Sundaram Capex Opportunities Fund (G)
ICICI Pru Infrastructure Fund – Retail Plan (G)
SBI Magnum Comma Fund (G)
Templeton India Equity Income Fund (G)
Sundaram Rural India Fund (G)
Fidelity India Special Situations Fund (G)
DSP BlackRock India T.I.G.E.R. Fund – Regular Plan (G)
Reliance Diversified Power Sector Fund – Retail Plan (G)
SBI Magnum Tax Gain Scheme (G)
Birla Sun Life Tax Relief 96 (D)
New Suggested Portfolio
Reliance Equity Opportunity Fund 15% Lumpsum
HDFC Equity Fund 20% Lumpsum
ICICI Pru Focused Bluechip Fund 20% Lumpsum
HDFC Premier Multi-Cap Fund (G) 15% Lumpsum
Franklin Pharma Fund 10% SIP
Relaince Banking Fund 10% SIP
BI FMCG 10% SIP
Please help
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Avinash
I would recommend you put your portfolio details at moneysights.com , you can see how much duplication you are having .
Manish
Go with 2 funds.
HDFC Equity / Fidelity Equity (50%)
Templeton India Equity Income (50%).
thats it.
No sectoral funds. You are making the same mistakes again.