MF Review

POSTED BY Ankur ON November 16, 2011 12:03 am COMMENTS (2)

Hi Experts,

can you help review my portfolio and help suggest me changes if any?

HDFC Equity- 5000 pm
UTI Dividend Yield- 5000 pm
IDFC Premier Equity Fund – Plan A – Growth- 5000 pm

Am also planning to stop SIP to ELSS in HDFC TaxSaver post Aug’2012 or from which ever date it becomes ineffective and start investing the money in Gold etf with a SIP of around 3000 PM. Will that be a feasible option to add it to my portfolio?

Thanks in Advance

2 replies on this article “MF Review”

  1. Dear Ankur, Please continue the existing SIPs. As & when DTC scraps ELSS, divert that SIP amount to your existing funds.

    Regarding Gold investing, my take is very simple – link the Gold to a goal say requirement for your kids’ marriage purpose. Accordingly decide the mly quantity to be purchased for this long term goal. This ‘ll serve 2 purpose for you. You are investing in Gold with a goal & over the period, the exposure to gold ‘ll increase itself to give an automatic diversified asset allocation.

    Thanks

    Ashal

    1. Ankur says:

      Thx Ashal for ur reply. My aim for investing in gold is only for long term purposes for my kids marriage and to increase my exposure in gold.
      Thx again for ur suggestions.

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