Please review my MF Portfolio Ajay, 09 May 2013

I am investing Rs 20000 in the following MFs for the past 1 year in (Large Cap) DSP BR Top 100 Equity - Rs 6000 (Large Cap) HDFC Top 200 - Rs. 4000 (Large & Mid Cap) UTI Opportunities - Rs 6000 (Mid & Small Cap) SBI Magnum Emerging Business - Rs 4000 My investment timeline is 15 years. I plan to increase the total SIP amount by 5 per cent per year. Please advise if this is a right portfolio mix.

Fintotal Answer

Hi Ajay. You sure have a couple of good funds. But actually you don't need so many funds. To understand why read our article on this in MoneyControl. Just one fund of DSPBR Top 100 Equity and HDFC Top 200 will do for your core goals. UTI Opportunities is also a large & mid cap fund; you can drop SIP in it for 1 of the previous 2. For satellite goals SBI Magnum Emerging Business is good enough. Further SIPs can continue in these 2 funds in similar proportion.

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