It will not be fair to make model mutual fund portfolio without understanding age, purpose, risk-appetite, existing portfolio etc. of investor. The basic rule is to divide money in different asset class like equity, debt, Gold etc. I suggest you to sit with good financial planner, understand the plans, ask him the reasons which he is suggesting, discuss those doubts with him or here in this forum and take decision.
Got it from Value Research
Portfolio A
Core Funds
Large-cap: (1)
DSPBR Top 100 Equity
Large- and mid-cap: (any 2)
Fidelity Equity, HDFC Top 200, BSL Frontline Equity A Supporting funds
Mid- and small-cap: (any 1)
Sundaram BNP Paribas Select Midcap Reg, Reliance Growth, IDFC Premier Equity Plan A, Sundaram BNP Paribas S.M.I.L.E. Reg
Debt fund: (1)
Fortis Flexi Debt
Portfolio B
Core Funds
Multi-cap: (any 4)
Reliance Regular Savings Equity, ICICI Pru Dynamic, HDFC Equity, DSPBR Equity, Magnum Contra
Debt fund: (1)
Fortis Flexi Debt
Thanks Dominic for your advise on the portfolio
My choice would be –
Equity
Hdfc Top 200
DSP Eq / Top 100
Reliance Growth
ICICI Discovery
Debt
HDFC MIP
Reliance MIP
Gold
Quantum Gold Fund
Rakesh
It will not be fair to make model mutual fund portfolio without understanding age, purpose, risk-appetite, existing portfolio etc. of investor. The basic rule is to divide money in different asset class like equity, debt, Gold etc. I suggest you to sit with good financial planner, understand the plans, ask him the reasons which he is suggesting, discuss those doubts with him or here in this forum and take decision.
Hope it will help you.
InvestmentKit.com
Dear Money Savingshelp,
Thank you for the response, I guess I understand the point you are trying to make.
@ Rakesh: thanks for the MF portfolio.