POSTED BY October 16, 2011 5:28 pm COMMENTS (4)
ONmy wife has chosen sip in following funds– Rs 2000 pm in uti oppurtunity grth,Rs 2000 pm in Reliance Equity Opportunities ,& Rs 1000 pm in icici pru focussed blue chip , Rs 2000 pm in IDFC prem eqy, please advice does it need any change,it is a long term more than 5 yrs investment goal any thing above 10%
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Please have a lok at the performance of UTI dividend yield fund , you might want to replace Reliance Equity Opportunities with this fund to avoid excess mid/small cap exposure.
Regards,
Waheed.
Is 10% your expected return ?
Abhishek
yes any thing above 10% between 12 to 15%
I would suggest Start a SIP in HDFC Prudence and DSP Blackrock Balanced Fund. Divide the total amount into 2 parts.. For 5 years, you should get your desired return.
Regards
Abhishek