Portfolio review

POSTED BY Sumhas ON August 18, 2011 8:28 pm ONE COMMENT

We are planning to start our mutual investmentsfrom this month
SIP:  We plan to do the SIP for 5 years with a monthly investment of 30k split between the following  6 funds
1) Equity: Large:   Franklin India Bluechip-G 
2) Equity: Large & Mid Cap:   HDFC Top 200-G   
3) Equity: Multi Cap: HDFC Equity-G
4) Hybrid: Equity-oriented:  HDFC Prudence-G   
5) Equity: Mid & Small Cap: BSL Dividend Yield Plus-G 
6) Equity: Mid & Small Cap: IDFC Premier Equity Plan A-G 
Also, we plan to do lump-sum investment into the following two funds:
1) SBI Gold ETS
2) Magnum FMCG
Please let us know what you think of the selection of funds. Should we consolidate any of the funds / decrease the number of funds? 

One reply on this article “Portfolio review”

  1. Ramesh says:

    You need to explain the reasons for selecting these funds and the categories, including the lumpsum investments. Only then, a proper advice canbe given.

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