Portfolio rebalance of my portfolio

POSTED BY ameyak47 ON December 6, 2014 7:28 pm NO COMMENTS

DEAR SIR,

  I HAVE BEEN FOLLOWING U FOR PAST 5 YRS AND HAVE BENEFITED A LOT. BUT NOW AM CONFUSED. PLZ HELP ME AT THE EARLIEST WITH MY PORTFOLIO

1. I AM ATTACHING MY PORTFOLIO THROUGH SIP INVESTMENTS OVER PAST 5 YEARS.
2. I NEED FOLLOWING ADVICE FROM YOU:-
    A.   I NEED TO WITHDRAW RS 2 LAC IMMEDIATELY, WHICH FUND SHOULD I WITHDRAW FROM?
     B.  NEED  ADVISE ON STARTING NEW SIPs FROM DEC 2014 OF TOTAL OF RS 30,000 PER MONTH.
    C.   DO I NEED TO CONSOLIDATE THE INVESTMENTS BY REDUCING THE NO OF SCHEMES??
    D.  I AM READY TO TAKE RISK AND AM AN AGGRESSIVE INVESTOR AS GOALS ARE A VERY LONG TERM  (THAT’S WHY HAD MORE % IN MID CAPS)
 AS ON 18 NOV 14
SER Scheme Name Market CAP Current % ASSETS
1 REL BANKING BANK 80,320 2.6
2 HDFC Prudence Fund – Gr. Blend Cap 554,350 17.8
3 HDFC Equity Fund – Gr. Large Cap 129,800 4.2
4 HDFC Top 200 Fund – Gr. Large Cap 146,450 4.7
5 ICICI Prudential Focused Bluechip Equity Fund – Gr Large Cap 330,110 10.6
6 DSP BlackRock Small and Mid Cap – Reg Gr Mid Cap 128,365 4.1
7 HDFC Mid Cap Opportunities Fund – Gr Mid Cap 208,300 6.7
8 ICICI Prudential Value Discovery Fund Gr Mid Cap 180,800 5.8
9 IDFC Premier Equity Fund – Regular Plan – Gr Mid Cap 555,600 17.8
10 Reliance Equity Opportunities Fund – Gr Mid Cap 550,200 17.7
11 ICICI Prudential DYNAMIC MULTI 58,500 1.9
12 Quantum Long Term Equity Fund – Gr MULTI 193,275 6.2
TOTAL 3,116,070
THANKING U
REGARDS
AMEY ASHOK KALE.

 

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