POSTED BY December 6, 2014 7:28 pm NO COMMENTS
ONI 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 |
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