Need Evaluation of my Mutual Fund Portfolio

POSTED BY adarshlakshmanan ON August 12, 2014 8:17 pm COMMENTS (3)

Hi I’m a 27 years old bachelor and following is my mutual fund portfolio:

1.  ICICI PRUDENTIAL FOCUSED BLUECHIP EQUITY FUND – REGULAR PLAN – GROWTH (Rs.3000 SIP monthly)

2. RELIANCE EQUITY OPPORTUNITIES FUND – GROWTH PLAN GROWTH OPTION (Rs. 1000 SIP monthly)

3. HDFC Top 200 Fund – Growth (Rs. 1000 SIP montly)

4. HDFC TaxSaver – Growth  (Rs. 1000 SIP montly)

5. DSP BlackRock Top 100 Equity Fund – Regular Plan –

Growth (Rs. 1000 SIP montly)

These investments have been running for last 3 years.

I feel that the portfolio has a higher exposure to large cap stocks; and no enough emphasis on small & mid cap. Is it possible to switch the DSP T100 to HDFC T200? If yes, is that a wise move? My investment plans are for 10-15 years.

Also from next month, I’m having a job change and in that case can invest and additional 5k per month. I’m planning to start a new mid& small cap fund SIP and one more ELSS with that. Is this a wise move? Kindly advise.

3 replies on this article “Need Evaluation of my Mutual Fund Portfolio”

  1. adarshlakshmanan says:

    Hi Hemanth,
    I was under the impression that it is possible to transfer between the AMCs. Now I understand it is not possible. Thanks for the answer.
    I also believe my portfolio is overweight on large cap. So I needed to restructure it with equal mid & small caps. Any suggestion?
    Thanks again.

  2. Hemanth Chandra says:

    What do u mean by switch from DSP T100 to HDFC T200 ??

  3. Sumit says:

    Is it possible to switch the DSP T100 to HDFC T200? If yes, is that a wise move?
    NO — switch between AMCs is not possible

    For small cap, can invets in

    IDFC Premier Equity Fund
    HDFC MIdcap
    Axis Midcap

    For ELSE
    Axis Long Term Equity
    ICICI Pru Tax Plan

    Thanks

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