Please Review My Portfolio

POSTED BY Krishna ON July 15, 2012 12:47 pm COMMENTS (4)

Hi,

Can you guys review my portfolio:

Goal:Retirement

HDFC Top 200- 5k
DSPBR Top100- 5k

Goal: My Daughter Marriage:

HDFC Prudence: 5k

Goal:Daughter Education

HDFC Tax Saver and Canara Robeco:3k each

Regards
Krishna

4 replies on this article “Please Review My Portfolio”

  1. Krishna says:

    Ashal,

    SO do you suggest not to stop Prudence and increase the sip in HDFC top 200 and DSPBR top100 and reduce the ELSS to only one fund.?. Which one I should choose Canara RObeco- which is doing excellent recently and HDFC Tax saver which is faded even though winner from long time ?

    Regards
    Krishna

  2. Krishna says:

    Hi Ashal,

    The reason for opting ELSS is to complete mandatory 80 C. Also what about HDFC Prudence? Why it is not recommendable?

    Regards
    Krishna

    1. Dear Krishna, if the time frame in your hand for D’ter’s marriage is sufficient there is no need to fall back upon the debt part of HDFC prudence.

      To cover 80C, one of the tax saving fund is OK.

      Thanks

      Ashal

  3. Dear Krishna, may I know the reason of opting ELSS for D’ter education?

    My choice ‘ll be to invest in only following funds for all goals.

    HDFC Top 200
    DSP Eq.

    Thanks

    Ashal

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