Please review my portfolio Asad, 16 Jan 2014

Dear Sir/Ma'am, kindly review my portfolio. I am 34 years old and have been investing in MFs through SIPs for the last 1.5 years. I am planning to invest for 20 years. Currently i have Rs 5000 each in hdfc top 200, uti opps and Franklin India Bluechip and rs 2500 each in SBI emerging bus and HDFC Balanced. i will soon get rs 120000 which i want to invest in icici pru focusd at SIP of rs 5k each month. i also want to remove hdfc top 200 and increase franklin and uti opps to rs 7500 each. i am worried about top 200's recent performance. i also want to replace hdfc balanced with either hdfc mid-cap or idfc premier equity. Please suggest. Thanks

Fintotal Answer

Hi. You have good funds in your mutual fund portfolio which is highly appreciable. HDFC Top 200, UTI Opportunities and Franklin Inida Bluechip are all large cap funds and we would suggest you not to add more funds to this category. All are good performing funds. Do not judge a fund with just its recent performance. HDFC Top 200 has a good performance history and you may continue investing. SBI Emerging and HDFC Balanced are also good funds.  Instead of adding one more equity fund to your portfolio, you can do additional SIP in the existing funds. Ideally you do not need so many funds. Keep it the way you have it currently. 

No Comment Posted

All Mutual Fund Queries

Get the all financial products under one roof only at

you will NEVER GO WRONG with us!

Unbiased . Best Deals . Appropriate Products . No Mis-selling