Looking for Mutual fund Port folio Review

POSTED BY raju ON July 4, 2012 4:30 pm COMMENTS (3)

Hi 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?


3 replies on this article “Looking for Mutual fund Port folio Review”

  1. Ramesh says:

    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!

  2. raju says:

    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.


  3. Dear Raju, A direct answer – Please replace IPru Dynamic to Quantum Long Term Eq. i.e. increase SIP in QLTEF.

    Rest is OK.



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