MF Portfolio Review required – Most of my policies are from ICICI Prudential

POSTED BY Gaurav ON May 4, 2014 4:24 pm ONE COMMENT

Hi All,

Pls review my equity funds that i have been investing via SIP for long term wealth creation.

  1. ICICI Prudential Focused Bluechip Equity Fund – Regular Plan – Growth – Rs. 4000
  2. ICICI Prudential Dynamic – Regular Plan – Growth – Rs. 4000
  3. Quantum Long Term Equity Fund – Growth Option  -Rs. 2500

Questions:

  1. Do i continue in these  for long term or i need to change these funds in any way?

I have also invested few lacs in the below funds for long term requirements like child education and retirement.

  1. ICICI Prudential Multiple Yield Fund Series 3 – Plan C – Regular Plan Cumulative
  2. ICICI Prudential Value Fund – Series 3 – 1095 Days – Dividend

Question:

  1. Pls let me know if i am going right track with these investments or else any advice that you can provide.
  2. I also need to buy a car somewhere in Dec 2014 and i want to invest in some liquid fund that can help in my purchase.Do you have any advice on it…Is IDFC Arbitrage Fund a good option to park money for 6 months?

Thanks

Gaurav

One reply on this article “MF Portfolio Review required – Most of my policies are from ICICI Prudential”

  1. ashalanshu says:

    Dear Gaurav, how about hiring a paid planner to do the job for you?

    Thanks

    Ashal

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