Portfolio Review

[freemanou]

Hello Guys,

I have a SIP option of Rs.5000 with UTI Infrastructure (G) and I am planning to invest somemore on some good funds.

I was keeping a close watch on valueresearch/moneycontrol/mutualfundnav for quite sometime and have come up with a portfolio as below.

Please kindly note that I am still new to the MF world and am still trying to learn the MF jargons, so please review my portfolio and share your valuable comments.

I will wait for all the MF Gurus to glance through my new portfolio to make a final call. Please feel free to suggest/add any good funds.

Reliance Growth
DSPML T.I.G.E.R. Reg
HDFC Top 200-G

and +/- Reliance Diversified Power Sector Retail-G

Thanks a lot in advance for your time.

 

[Vicky78]

As you already hold UTI Infrastructure, it would not be necessary to invest in DSP ML Tiger & Reliance Diversified power sector fund.

Reliace Growth & HDFC Top 200 are good picks. You can also consider Kotak 30 or Franklin Prima Plus instead of HDFC Top 200.

 

[VVKB]

Friends, I would like to know about the MFs which offer tax benefits and are also giving high returns consistently. Thank u

 

[MFadvisor]

Re: Mutual funds advice

I want the forum,s advise.

I want to invest Rs.25000/- in MF. can u suggest me which one of these is better one. all these are new offers.
1. JP MORGAN INDIA SMALLER COMPANIES FUND
2. UTI INFRASTRUCTURE ADVANTAGE FUND
3. KOTAK INDO WORLD INFRASTRUCTURE FUND.

Is is better to invest in new offers or existing ones.

BS

Its always better to invest in an existing schemes for following reasons
1) you can always check the past performance of the existing fund over the years. I can always trust Sachin Tendulkar in my team compare to a new unknow batsmen.
2) NFO or new funds are comparatively expensive compare to older funds.
3) Existing funds you can always check there portfolio where exactly they have put the money.
Thanks,
MFAdvisor

 

[MFadvisor]

Friends, I would like to know about the MFs which offer tax benefits and are also giving high returns consistently. Thank u

SBI Magnum Taxgain is the King in ELSS category over the years

Thanks,
MFAdvisor

 

[freemanou]

Thanks Vicky for your response on my porfolio. One last question, after considering the ideas from Traderji MF Gurus, researching and keeping track of the MF performance I have finally trimmed my MF portfolio as below mainly based on the risk/return ratio. I would greatly really appreciate if you or any one of the MF gurus look at it and share their comments/thoughts. Does it make an aggressive portfolio? I am also planning to redeem the UTI Infra (G) units that I already have.

DSP ML Tiger (Average/High)

HDFC Top 200 (Low/Above Aver)

SBI Magnum Contra (Below Aver/High)

Reliance Growth (Average/High)

I am planning for a SIP option on the above funds.

Thanks in advance for your response.

 

[VVKB]

It is reported that flows into equity MFs in India in April 2008 have drastically come down. Is May 08 a good month to invest in MF s? Will any body respond to this please?
Thank you.

 

[mrindia]

Thanks Vicky for your response on my porfolio. One last question, after considering the ideas from Traderji MF Gurus, researching and keeping track of the MF performance I have finally trimmed my MF portfolio as below mainly based on the risk/return ratio. I would greatly really appreciate if you or any one of the MF gurus look at it and share their comments/thoughts. Does it make an aggressive portfolio? I am also planning to redeem the UTI Infra (G) units that I already have.

DSP ML Tiger (Average/High)

HDFC Top 200 (Low/Above Aver)

SBI Magnum Contra (Below Aver/High)

Reliance Growth (Average/High)

I am planning for a SIP option on the above funds.

Thanks in advance for your response.

Good pics in ur folio. Make SBI n HDFC ur 'core' holdings & DSP n Rel as 'satellite' ones. Go ahead with sip.
mr india

 

[mrindia]

It is reported that flows into equity MFs in India in April 2008 have drastically come down. Is May 08 a good month to invest in MF s? Will any body respond to this please?
Thank you.

Things still r vry unpredictable domestically as well as globally. Stick to SIPs to avoid risks, rather than going by such advices.
mr india

 

[Candiasg]

I am new to invest and this is my first investment. After going through this forum and other reseach, I send direct application to invest as follow.

DSP ML TIGER Rs 30,000,
SBI Contra Rs 25, 000

I want to invest in 3-4 more funds with 25,000 - 30,000 each and further every month or every alternate month 10,000 to 15,000 each, depending on markeet (Not SIP), till 100,000 each Or total investment 500,000. These investment can be for 5-7 years.

Advice from expert Gurus needed to choose funds.

one i am thinking for Frnklin India Balance Fund - Growth.

Other in my mind are

DWS ALFA EQUITY FUND - GROWTH &
DWS INVESTMENT OPPURTUNITIS.

I see these fund performance very good but have no recomadation in this forum. Funds which have recomendation performed low then these funds.
Any hidden reason for this, becouse i am new may not be knowing. Help in selection advise will be welcome.

Thanks