1. Reliance Small Cap
2. Sundaram Select midcap (SIP)
3. Fidelity India special situations fund
4. Birlasunlife Dividend yield(sip)
5. Fidelity Tax Advantage
6. SBI Magnum tax gain
7. Fidelity Equity Fund(Sip)
Is my portfoio aggressive or moderate or conservative?
I want to be a 60% aggressive investor and 40% moderate investor.
Any change in funds i need to make.
Or buy some more funds to my folio to achive my target.:D
thanks
sudheendra
I would stick to maximum five funds at a time, so please reduce it to five.
Birla Sun Life Dividend Yield Plus - Rating - 4 Star Risk; Risk - Low; Return - Above Avg.
Fidelity Equity - Rating - 4 Star ; Risk - Below Avg.; Return - Above Avg.
Fidelity India Special Situations - Rating - 4 Star; Risk - Above Avg.; Return - Above Avg.
Sundaram Select Midcap Reg - Rating - 4 Star; Risk - Avg.; Return - Above Avg.
Risk factor check above. Exit Reliance Small Cap
I would recommend exit SBI Magnum tax gain and Reliance Small Cap.
Can Enter for ELSS -
1- Canara Robeco Equity Tax Saver
2- HDFC Taxsaver
As your existing portfolio is more inclined towards the small cap, you can pick following funds -
1- DSPBR Micro Cap Reg
2- HDFC Mid-Cap Opportunities
3- ICICI Prudential Discovery Inst I