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Thread: Does my new portfolio look good?

  1. #1
    NewBie
    Join Date
    Oct 2012
    Location
    Mumbai
    Posts
    1

    Default Does my new portfolio look good?

    Hi,

    I am 30 and I am having SIP of 1500 per month in below funds. It has been two years since I have these SIP in place. Now I want to revisit the portfolio to get the latest views. Could you please help me decide whether my decision to stop/continue/new buy looks good or not? I have other investments in FD/gold etc so looking for equity oriented funds only. Kindly let me know if you have any other suggestions as well. Thank you!

    Current holding
    Reliance Growth
    DSP BlackRoth Top 100 Equity Regular
    HDFC Equity-G
    HDFC Top 200-G
    HDFC Prudence
    Birla SunLife Frontline Equity

    I am planning to revisit my portfolio as below -

    STOP -
    Reliance Growth
    DSP BlackRoth Top 100 Equity Regular
    HDFC Equity-G
    HDFC Top 200-G

    Continue -
    HDFC Prudence
    Birla SunLife Frontline Equity

    New Buy -
    UTI Opportunities
    ICICI Prudential Focused Bluechip Equity Fun
    HDFC Balanced Fund
    UTI Equity Fund
    HDFC Mid-Cap Opportunities

    Regards,
    Nishant



  2. #2
    PW Expert MTG's Avatar
    Join Date
    Apr 2009
    Location
    Pune
    Posts
    122

    Default

    I would keep the portfolio to maximum three funds. My funds would be -
    1- HDFC Top 200 OR HDFC Prudence
    2- ICICI Prudential Focused Bluechip Equity Fun
    3- IDFC Premier equity

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

    Default

    I would go for following funds -
    Equity Large Cap - ICICI Prudential Focused Bluechip Equity Inst I
    Equity Large & Mid Cap - Quantum Long Term Equity or HDFC Top 200
    Equity Mid & Small Cap - IDFC Premier Equity
    * SAFE
    Self Appointed Financial Expert


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