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Thread: Is my mutual fund portfolio balanced?

  1. #1
    NewBie
    Join Date
    Jul 2012
    Location
    Kanpur
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    19

    Question Is my mutual fund portfolio balanced?

    I am 32 year old with two kids. Me and my wife both are earning and our yearly income is Rs.8,50,000/-. Out of which we are saving 4,00,000. My MFs portfolio is :

    HDFC TOP 200 - Rs.1000/- P.M
    HDFC Midcap Opportunities Fund - Rs.1000/ P.M
    HDFC Equity Fund-Rs.1000/- P.M

    1- Is my portfolio balanced?
    2- If I invest Rs.500 each in 5th, 15th, 25th day of every month in one fund, is it better than invest Rs.1500/- in one date of every month e.g. first day.



  2. #2
    PW Stalwart Manish_Kumar's Avatar
    Join Date
    Apr 2009
    Location
    Patna
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    268

    Default

    1- You are invested/focused on one fund house - HDFC. If your horizon is long term then choose any one from HDFC TOP 200 or HDFC Equity Fund.
    2- It won't matter keep on investing as you like.
    Everyone has a scheme of getting rich.. Which never works.

  3. #3
    Moderator Expert's Avatar
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    Feb 2009
    Location
    New Delhi
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    448

    Default

    Invest in three different funds as SIP. My Suggestion - HDFC Top 200, ICICI Prudential Focused Bluechip Equity Inst I and IDFC Premier Equity. Best way is to check top funds on valueresearchonline .
    * SAFE
    Self Appointed Financial Expert

  4. #4
    NewBie
    Join Date
    Jul 2012
    Location
    Kanpur
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    Default

    Quote Originally Posted by Expert View Post
    Invest in three different funds as SIP. My Suggestion - HDFC Top 200, ICICI Prudential Focused Bluechip Equity Inst I and IDFC Premier Equity. Best way is to check top funds on valueresearchonline .
    I check the rating of the fund on ICICI Direct.


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