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Thread: Review my mutual fund portfolio

  1. #1
    PolicyWala NewBie
    Join Date
    Jan 2012
    Location
    Delhi
    Posts
    2

    Question Review my mutual fund portfolio

    I am Manav my salary is 3.5 lac per annum. I need 5 lacs after 5 years and around 50 lacs after 20 years my age is 28 and my savings is 12000 pm will I be able to get my goal.
    I am having four SIP's of 1000, 1000, 1000 and 1500 in BSL Midcap, REL Growth, HDFC 200 and HDFC Equity respectably. Tell me how much I invest and where? How is my portfolio?





  2. #2
    PW Regular
    Join Date
    Aug 2009
    Location
    India
    Posts
    31

    Default

    I would suggest out of HDFC 200 and HDFC Equity, continue HDFC Top 200 and discontinue HDFC Equity. for midcap invest in Birla Sun Life Dividend Yield Plus.

  3. #3
    PolicyWala Newbie
    Join Date
    Mar 2009
    Location
    India
    Posts
    21

    Default

    Add IDFC Premier Equity fund in to your portfolio.


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