POSTED BY September 3, 2013 4:32 pm COMMENTS (7)ON
I have tried finding the information on Core and Satellite approach and, its advantages and disadvantages from our forum, but was not successful.
I have few points to discuss/rather suggestions.
1. How a core and Satellite should be made.
Should it comprise of 2-3 Large and 1 Midcap Fund (In Core) and have More aggressive Mid Cap/Oppurtunities Fund in Satellite?
Should it comprise of 2-3 Large and 1 Midcap Fund (In Core) and have Sector Funds (Banking, FMCG and Pharma) Funds in Satellite?
2. What should be ideal review period for Core and Satellite seperatly, since these 2 should be maintained seperately (If not please let me know why?).
3. Can this process work better to just have 1-2 Large Cap and 1-2 Mid and Small Cap Funds? – Any information/links suggesting such data, i would be thankful.
Searched Extensively but could not find the information, hence this request.
FYI – MY PPF, Life Cover, Emergency Fund and Medical Insurance are in place.
I am looking for a returns of about 11-12% CAGR over a period of 16-17 Years.
Any articles related to this can be helpful.
Thanks in Anticipation,