Hi,
I have the following funds in my portfolio which i have been holding for last 3 years now
HDFC Prudence Fund – Growth Plan = Rs.40,000
HDFC Top 200 – Dividend Plan = Rs. 40000
HDFC Top 200 – Growth plan – 40000
Birla Div Yield Plus – Growth = Rs. 25000
Brila Sunlife frontline equity fund -growth = Rs. 5000
ICICI Prudential Blue chip – div = Rs. 35000
The overall portfolio is showing an unrealised gain of around Rs.3226 which is not even 5% total amount invested ….
along with this I have some additional money which I would want to invest preferabbly in mfs rather than putting in an FD… But with the low returns on the existing portfolio am a little hesitant now…Please suggest a way to rebalance/rectify my portfolio to achieve a more decent gain in the coming 3 to 5 years…
– Chetana