POSTED BY August 9, 2013 10:32 am COMMENTS (2)ON
I have begin SIP in HDFC Balanced Funds – Growth option, equty oriented, from last Aug, along with some other funds.
I am monitoring my portfolio regulararly. I have seen a shard decline in the return of of HDFC balanced fund. When i begun investment, it was 5 VO rating, then it declined to 4, and then recently to 3 start (as per moneycontrol rating).
This fund has also produced me negative return of around 5% during last 1 year.
Then i want to know should i stay invested in this fund?
Should i switch to other well performing balanced fund, like icici pru. balanced?
Or should i include any debt / dynamic bond fund in my portfolio, so that it can fill up loss occured by this balanced fund?
I have investement goal of 4-5 year for this portfolio.
Though i have continued my SIP as it is.
Thanks in advanced.