MF Port folio Review

POSTED BY RAJESH PAI ON February 13, 2012 7:25 pm COMMENTS (2)

Please Reveiw My MF port Folio

Birla SL Dividend Yield Plus(G) -(Mid Cap)
HDFC Equity(G) -(Multi Cap)
HDFC Prudence(G) -(Hybrid)
HDFC Top 200(G) – (Large & Mid Cap)
ICICI Pru Focused Blue Chip Equity-Ret(G) -(Large Cap)
Birla SL Dynamic Bond-Ret(G) -(Debt)

2 replies on this article “MF Port folio Review”

  1. RAJESH PAI says:

    HI Ashal,

    Thanks for the Reply

    As per the diversification purpose i opted these diffrent categary funds like mid cap , multi cap , lalrge cap , balanced and debt

    the time horizon is 10 to 15 years and i am investing via SIP every month each fund with 1000 /-Rs monthly

    On the midcap Categary, based on best long performance i selected BSL div.yield and also on this min investment is less campared to IDFC prem Eq (25000 in IDFC), And min SIP amount is 2000 for IDFC Prem Equt.

    My AGE is 41years

  2. Dear Rajesh Pai, what did prompt you to opt these funds? What’s the time horizon you are looking for? Are you investing in lump sum or SIP? Any reason of opting Birla Div. Yield over IDFC Prem. Eq. the best midcap fund?



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