Investment Profile

POSTED BY surabhi Kumar ON February 9, 2012 8:18 pm COMMENTS (7)

I am investing the following amount in SIP for the funds below:

HDFC Top 200 – 1500
DSP BlackRock – 1500
HDFC Tax Saver – 2000
Fidelity Tax Saver – 2000
Canara Robeco Tax Saver – 1500

Do I need to restructure my portfolio?

7 replies on this article “Investment Profile”

  1. BanyanFA says:

    Gunjan,
    Your funds are less aggressive. Why not remove one SIP from HDFC Top 200 or DSP BR Top 100 fund and divert it into Mid Cap Funds such as HDFC Mid Cap Opportunities Fund or BSL Dividend Yield Plan.

    Mid Cap funds tends to provide you better returns over a long term period.

    Regards
    BFA

  2. Dear Gunjan, as on date the selection of your funds is good. Please continue with these funds. Please check the performance of your funds at the end of 18 months period & compare the same with the scheme benchmark as well as category average.

    Thanks

    Ashal

  3. Dear Gunjan, You mean to say after 3Y you ‘ll withdraw the amount from these Eq. funds?

    Please clarify.

    Thanks

    Ashal

    1. Gunjan says:

      No. I meant to say that no. of installments started for those 2 funds was 36. I had started it last year, 13 installments are already done.

  4. Gunjan says:

    They are for tax saving.Had done SIP for current financial year.
    Remaining 2 funds are for 3 year timeline.

  5. Dear Gunjan, The three tax saver funds are for taxa saving purpose or for normal investing, Please confirm.

    As of now it seems ok.

    Thanks

    Ashal

  6. Gunjan says:

    Its DSPBR Top 100 Equity – 1500

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