Portfolio review and suggetion

POSTED BY Paresh Patel ON April 6, 2012 5:02 am ONE COMMENT

Dear sir,
I really thanks “jago investor”.

My current mutual fund portfolio is running from Nov-11,i have invested as SIP and all the SIP are for 5 years.please review my portfolio and suggest me if any change required. please help because i am first time investor and putting my hard earn money.
(1)HDFC PRUDENCE G-1K
(2)ICICI PRU FOCUSED BLUE CHIP EQ-1K
(3)IDFC PREMIER EQ-2K
(4)UTI DIV YIELD-1K
All above schemes are in groath option.
apart from this i have invested in below scheme in lumsum are
(5)QUANTUM LONG TERM EQ GROTH-5K,
(6)HDFC EQ-DIV OPTION-5K
(7)QUANTUM GOLD SAVING FUND-1K.

PLEASE SUGGEST CHANGES REQUIRED.

One reply on this article “Portfolio review and suggetion”

  1. Dear Paresh, you have started your MF investing just from Nov. 2011 & within next 5-6 months, you are asking for review of your portfolio? Are you not comfortable with your existing funds? If yes, why had you opted them first place? In case you are looking for just an assurance for your investments, Well 7 funds is too much diversification to me.

    Thanks

    Ashal

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Download Our FREE Ebook!

Available only for first 100 people today

Download Our FREE Ebook!

Available only for first 100 people today