MF portfolio advice

POSTED BY rew dixit ON January 6, 2012 12:41 pm COMMENTS (5)

Hi all
wish you a very happy and prosperous new year
I am investing in the below funds (all in growth option) for long term 18+ years iam planning to increase 10% overall in SIP every year
Goal : to accumulate 2.5 crore after 18 years
1. HDFC top 200 SIP of 2500 per month
2. HDFC EQUITY SIP of 2500 per month
3. HDFC Prudence SIP of 2500 per month
4. Reliance equity opportunities fund SIP of 2500 per month
5. DSP black rock top 100 SIP of 2500 per month
Are the funds selected correct or I need to remove/add some funds for gaining 14-15% interest in long run
Kindly advice

5 replies on this article “MF portfolio advice”

  1. bharat shah says:

    if you want gold.,better go for physical gold instead of any etf, gold mutual fund, which normally eats away @1% gold p.a. by way of expense ratio.

  2. Dear Rew, is it Gold ETF or Gold saving fund you are taking about & also what ‘ll be the time frame for gold investment?



  3. Dear Rew Dixit, Please go ahead with your current selection of funds.

    No need to go elsewhere.



    1. rew dixit says:

      Thanks ashal for the suggestion.

      one query should i add 1 gold fund also in coming six months

  4. Shree says:

    Your two funds are from same fund house and from large cap category – HDFC top 200 and HDFC equity. you can discontinue any one and can start SIP in any one fund

    1)Fidelity India Growth Fund

    2)ICICI Prudential Focused Bluechip Equity Fund (G)

    You can add one gold ETF in your portfolio.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.