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,






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

  1. battula says:

    HI Kuntal,

    Funds are looking good. But keep checking funds regularly on how they are performing.Just because few funds have proven record, that might not be the case for next 20 years.


    1. kuntal says:

      Hi Battula,
      Thanks for sharing your point of view.

  2. Anshuk Jain says:

    Looks good to me.

    1. kuntal says:

      Hi Anshuk,
      Thanks for replying.

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