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POSTED BY ON December 20, 2013 2:48 pm COMMENTS (8)
My goal is to build equity portion of my investment (Debt and Real estate is on higher side currently). I plan to invest 15000 per month in equity though mutual funds (long term investment). Looking at 5 years of performance of various funds, I have down selected below 3. I plan to invest 5K every month in each of these 3. Please advice if you see any problem into elected funds. Appreciate your help.
Large Cap – ICICI Prudential Focused Bluechip Equity Fund (G)
Small/Mid cap – Birla Sun Life MNC Fund (G)
Diversified Equity – ICICI Prudential Exports and Other Services Fund (G)
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Dear Amit, follow dear Anshuk here.
Thanks
Ashal
I will say 70:30. Do not put much in small/mid..
Ok. So can I split 50-50 among first 2?
Dear amit, these 2 funds are diversificarion for you in itself.
Thanks
Ashal
Ok. I see your point. What an additional fund would you recommend?
Dear Amit, the problem lies in your own admission. double digit return, portfolio concentrated in IT and Healthcare. Majority of stocks from this fund are already there in your other 2 funds. So are you really diversified due to this fund? think over it.
Thanks
Ashal
Thanks Anshu. For my understanding, can you pls let me know why you are not suggesting last one. I see the fund is having double digit returns consistently for last 5 years and have focus on technology and pharma.
What other fund would you recommend instead of last one?
Dear Amit, Please invest in first 2 funds only. Do not opt the last one.
Thanks
Ashal