POSTED BY December 16, 2010 2:37 am COMMENTS (4)ON
I have been working towards building my dream MF portfolio and I have shortlisted the following funds after going thro’ various site and psoting questions in various forums..
1)DSPBR Top 100 Eqt Reg (Large Cap)
2)Reliance Regular Savings Equity (Multi cap)
3)HDFC Top 200 (Large & Mid Cap)
4)IDFC Premier Equity Plan A (Mid & Small Cap)
5)HDFC Mid-Cap Opportunities (Mid & Small Cap)
Logic behind choosing these funds are:
1) All of them have been rated either 4 or 5 ratings. They performed very well over the years.
2) Other than HDFC Mid Cap all other funds are there for more than 5 years.
3) I choose 2 small & mid cap as I deem them, as more risky and I need more diversification.
3) Reason behind choosing 1 large, 1 large & Mid cap and 1 multi cap is to ensure that I have at least 50% exposure to Giant & Large cap stocks.
If I provide 20% weight age to all the funds then portfolio would be
Large Cap 20.94
Mid Cap 28.84
Small Cap 10.96
Not Classified 9.14
What is your take on my to be MF portfolio? Do you think I have enough ammunition in my portfolio to give good and stable returns. Any suggestion or thoughts would be of great help. Thanks in Advance for your time and effort.