POSTED BY August 5, 2013 12:18 am COMMENTS (6)ON
Kindly thow light on the below 3 funds if it can be added to create a Balanced portfolio.
1. ICICI Prudential Focused Bluechip (large cap ) – Rs 2500/month
2. HDFC Mid-cap opportunities (small/mid-cap) – Rs 2000/month
3. Tata Balanced – Rs 2500/month
I am currently having 02 funds already running – HDFC top 200 (6K/month) and QLTE (8K/month) along with PPF investments. I am purely looking for a long term horizon of more than 10 yrs for purpose of Child education and retirement corpus.
Kindly provide me any suitable funds if the above needs to be replaced in each category. I want to have my portfolio balanced so that i will just rebalance year-after-year without much change. Thank you always for guiding.