Advice on Mid & Small Cap Category.

POSTED BY SIVA PRASAD RAVIRALA ON June 22, 2012 10:14 pm COMMENTS (6)

Dear Sir,
Presently I have SIPs in HDFC Equity, Quantum LT Equity, Canara Rebocco Equity Tax Saver and ICICI prudential Focused Bluechip Equity Retail. Iam investing 1000 in each fund.
From next month I want to invest two thousand in Mid & Small Cap Category. I found IDFC Premiur Equity as best but its min SIP is 2000. So can I split and invest 1000 each in HDFC Midcap and ICICI Prudential Discovery or invest 2000 in IDFC Premiur Equity? Which is best option?

After above, I would not add other fund, rather increase SIPs in above Funds whenever my salary increases. In which Funds I can increase SIPs? I can take risk. Iam investing for 15 years.
Thank You
R Siva Prasad

6 replies on this article “Advice on Mid & Small Cap Category.”

  1. SIVA PRASAD RAVIRALA says:
    June 23, 2012 at 6:17 pm

    Hi Ashal,

    But when I observe my Portfolio, 77% in Large Cap and 15% is in MidCap. Thats why Iam thinking of MidCap.
    Please advice.

    Thank You
    R Siva Prasad

    Reply
  2. SIVA PRASAD RAVIRALA says:
    June 23, 2012 at 6:10 pm

    Dear Ashal,

    I got your point.
    But, I want to invest in Mid & Small Cap to catch high returns. And Iam aware of risk associated.
    Anyway I have to re-think. You may be correct as you are insisting. I believe in you.

    Thank You
    R Siva Prasad

    Reply
    1. Ashal Jauhari says:
      June 23, 2012 at 6:14 pm

      Dear R Siva, it’s not the question of believing. You want to ride the high return from Midcap segment. The funds in question can invest across the market caps so you are already getting what you want to.

      Thanks

      Ashal

      Reply
  3. SIVA PRASAD RAVIRALA says:
    June 23, 2012 at 2:12 pm

    Dear Ashal,

    Thanks for advice.
    And regarding adding new fund (aggressive fund), please advice in Mid and Small Cap Category.

    Thank You
    R Siva Prasad

    Reply
    1. Ashal Jauhari says:
      June 23, 2012 at 5:32 pm

      Dear R siva,my take ‘ll remain same, please increase your SIP amount in HDFC Eq. & QLTEF.

      Thanks

      Ashal

      Reply
  4. Ashal Jauhari says:
    June 23, 2012 at 1:34 pm

    Dear R siva, please increase your SIP amount in HDFC Eq. & QLTEF.

    Thanks

    Ashal

    Reply

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