advice on portfolio

POSTED BY DR SUNDEEP NIGAM ON October 16, 2011 5:28 pm COMMENTS (4)

my 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%

4 replies on this article “advice on portfolio”

  1. waheed_cse@yahoo.com says:
    March 8, 2012 at 5:17 pm

    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.

    Reply
  2. Abhishek says:
    October 16, 2011 at 5:39 pm

    Is 10% your expected return ?

    Abhishek

    Reply
    1. drsundeepnigam says:
      October 16, 2011 at 6:53 pm

      yes any thing above 10% between 12 to 15%

      Reply
      1. Abhishek says:
        October 17, 2011 at 10:11 am

        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

        Reply

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