Mutual fund portfolio review

POSTED BY Swathi Bhardwaj ON May 7, 2013 1:07 pm COMMENTS (3)

Hi,

I have started investing into SBI Magnum Emerging Businesses Fund with monthly SIP of Rs.500. Now I want to get into other funds like large cap, large & mid cap, balanced funds etc. I am 26 yr now and cleared all loans/liabilities within 3 years . Now I want get into savings completely. I am ready to invest 8k-10k per month for long term (more than 15 years). Balanced funds I am planning to use for mid term goals (5+ years).

I have selected below funds. Can you please guide me?

Franklin India Bluechip Fund – Rs.2500                                                                     DSP BR top 100 Equity Reg – Rs.2500 (or HDFC Top 200)

Quantum Long Term Equity – Rs.1500 (or UTI Opportunities)

SBI Magnum Emerging Businesses Fund – Rs. 500 (already investing)

HDFC Prudence – Rs.1500

As per core and satellie approach I have put more in large cap funds and less in small cap funds. Apart from this I am using PPF, EPF, FD and RD for debt category wisely. 

Please review above equity porfolio and guide me if any suggestion?

Manish, Can you guide me as well if possible. 

Waiting for your suggestions eagerly…

Thanks,

Swathi 

 

3 replies on this article “Mutual fund portfolio review”

  1. Swathi Bhardwaj says:

    Dear Ramesh & Ashal,

    As of now I have not taken paid services from Manish. But I am planning to take Manish and Nandish’s paid services in coming months. I have just asked for general help like you experts are doing.

    I will follow what Ramesh has suggested. Even you are also ok with Ramesh’s suggestion.

    Thanks a lot again!!

  2. Dear Swathi, are you asking for paid services of dear Manish? The basic query is already answered by dear Ramesh, hence not commenting anymore.

    Thanks

    Ashal

  3. Ramesh says:

    Fair enough.

    Just combine Franklin Bluechip and DSP top 100 into a single one of 5k. Choose either of the two.
    Keep QLTE, SBI Emerging and HDFC Prudence.
    total 4 funds. Done.

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