Mutual Fund Portfolio

POSTED BY Santosh Prasad ON August 24, 2012 5:23 pm COMMENTS (6)

I am 33 years old and I have monthly SIPs in following funds:

  1) HDFC Top 200 (Rs.2000)

  2) HDFC Prudence (Rs.2000)

  3) ICICI Prudential Focused Blue Chip(Rs.2500)

  4) ICICI Prudential Discovery (Rs.1000)

  5) Reliance Gold Savings (Rs.500)

  6) Canara Robeco Equity Tax Saver(Rs.5000).

I am investing for long-term. Please tell me how is my portfolio. Should I include or exclude any fund?

6 replies on this article “Mutual Fund Portfolio”

  1. Lokesh Jain says:

    Hi Santosh,

    Considering Its your only equity based mutual fund portfolio, the funds are good. No need to shift. Just 1 suggestion, increase your gold exposure (only in case this is the only investment in gold you have.)

    1. Santosh Prasad says:

      Lokesh, Thanks for your advice.
      Yeah, I have investment in gold through Reliance Gold Savings fund only.

  2. Dear Santosh, on what parameters you selected these funds? Had you selected on your own someone else recommended these to you.



    1. Santosh Prasad says:

      I have selected these funds by myself. Regarding parameters, I wanted to include large-cap, mid-cap, small-cap funds as well gold fund in my portfolio. The funds I have chosen are either 4- or 5-star rated funds by Value Research and these funds have a good track record.

      1. Dear Santosh, as of now your portfolio looks good. Please carry on.



  3. TheZionView says:

    all are fine just keep going

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Your email address will not be published.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.