Mutual fund portfolio

POSTED BY Kavita ON November 8, 2010 4:14 pm COMMENTS (5)

How would an ideal Mutual fund portfolio look like, if it had to encompass all asset classes like, debt, equity, gold etc… Can anyone build one here.

5 replies on this article “Mutual fund portfolio”

  1. Dominic Prakash says:

    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

    1. Kavita says:

      Thanks Dominic for your advise on the portfolio

  2. rakesh says:

    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

  3. 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

    1. Kavita says:

      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.

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