POSTED BY July 4, 2012 4:30 pm COMMENTS (3)
ONHi all,
I have been investing in following fund in monthly SIPs.
Pls review and provide your valuable suggestions.
IDFC Premier Equity -4000
HDFC Prudence -2000
ICICI Pru Dynamic -2000
Quantum Long Term Equity-2000
Franklin India Blue chip – 2000
Quantum Gold Savings-1k/2k
Anybody suggests changes?
Planning to change any one of the fund with Reliance RSF Balanced as it is giving btter returns compare to other some equity funds?
I would ilke to know tax implication on Balanced funds like HDFc Prudence and Reliance RSF Balanced?
Regards,
Raju
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Check the role of each of the funds in your portfolio, then add/subtract/modify them accordingly.
Do not drive by looking at the rear-view mirror!
Thanks Ashal,
you have any idea on Tax implications on Balanced funds?
I would like to move 1K to Qunatum LTE and another 1K to Reliance RSF Balanced or DSPBR Micro Cap Reg or any good small cap fund?
In 5 years Term, Relaince RSF Balanced has shown some good results compare to some equity funds.That is why I am looking for Tax implication on Balanced funds.
I dont have idea about a fund which is consistent in small cap arena.
Looking forward to ur response.
Regarsd,
Raju
Dear Raju, A direct answer – Please replace IPru Dynamic to Quantum Long Term Eq. i.e. increase SIP in QLTEF.
Rest is OK.
Thanks
Ashal