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Thread: Review my investment portfolio?

  1. #1
    NewBie
    Join Date
    Jan 2012
    Location
    Mumbai
    Posts
    16

    Default Review my investment portfolio?

    I am investing in plan as under:
    1. Mutual Funds (SIP):
    (a) HDFC Top 200 (G): 2000 per Month
    (b) ICICI Focused Blue-chip Equity(G) : 2000 per Month
    (c ) IDFC Premier Equity Fund plan-A(G) : 3000 per Month
    2. PPF : SBI --10000

    3. HDFC CREST – 25000 per year

    Please advise me how should I proceed to invest and how much to increase my investment.



  2. #2
    Super Moderator PolicyWala's Avatar
    Join Date
    Feb 2009
    Location
    New Delhi
    Posts
    675

    Default

    Your selection of MFs are good. Keep the SIP. For portfolio we need following info -
    What is your age?
    What are your goals?
    How much extra you can invest? etc.

  3. #3
    PW Stalwart Master's Avatar
    Join Date
    Feb 2009
    Location
    Mumbai
    Posts
    438

    Default

    Both HDFC Top200 and ICICI Focused Blue-chip Equity are large cap funds and IDFC Premier Equity Fund plan-A(G) is mid and small cap, if you are looking for long term (>15 years) then you can increase SIP in IDFC Premier Equity Fund plan-A(G).


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