MF Portfolio Suggestion

POSTED BY cpdhutadmal ON February 19, 2012 1:36 pm ONE COMMENT

Hi All,

I know this is a repeated kind of question, but still i would like to ask your comments on the following funds and its composition. All in SIP mode.

1. HDFC TOP 200- GROWTH – 16. 66 %
2. DSP BR TOP 100- EQUITY – 16. 66 %
3. BIRLA SUNLIFE FRONTLINE EQUITY -16. 66 %
4. SUNDARAM SELECT MIDCAP- GROWTH- 13.33 %
5. FRANKLIN INDIA BLUE CHIP- EQUITY GROWTH – 11.66 %
6. ICICI Prudential Dynamic Plan – 10 %
7. HDFC Tax Saver – 8.33 % Taken Just for Tax saving purpose.
8. RELIANCE REGULAR SAVING- EQUITY- GROWTH -6.66 %

Goals are :
1) Buying a car worth Rs. 5 Lakhs in six months.
2) Buying a Home worth Rs. 65 Lakhs after 5 Years.
3) Foreign vacation for a family worth Rs. 5 Lakhs after 2 years.
4) Child Study 25 Lakhs after 12 Years.
5) Second child study 25 Lakhs after 17 Years.
6) Retirement worth Rs. 2 Crore after 30 years.

Figures mentioned in today’s terms.

I know its, too optimistic, but still, we should try.

Regards,
Chandrakant D.

One reply on this article “MF Portfolio Suggestion”

  1. Dear Chnadrakant, Goal values are there but the portfolio value or individual MF holding values are no there so how can we judge your current worth?

    Thanks

    Ashal

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