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. says:

    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.


  2. Abhishek says:

    Is 10% your expected return ?


    1. drsundeepnigam says:

      yes any thing above 10% between 12 to 15%

      1. Abhishek says:

        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.


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