Is my mutual fund portfolio having sound thought process?

POSTED BY kuntal ON November 9, 2013 8:19 am COMMENTS (4)

My funds started 4 months back(for 20 years). Equal contribution to each. My thought for each-

1. Franklin india bluechip- Long term steady performer, true to its style, full exposure to largecaps

2. Quantum long term- Steady performer, low exp ratio, value oriented, low churning

3. Templeton india equity income- value oriented, invests 30% in other developing nations

4. Ppfas- Good pedigree (PMS), only fund from AMC, invests 20% in other developed nations

So I have 2 time tested large cap funds.

2 value oriented mid-small cap funds, which also invests internationaly (10-20% overall, both in developing & developed countries).

Is my thought process rational? Experts please comment. Thanks,

Kuntal.

4 replies on this article “Is my mutual fund portfolio having sound thought process?”