Portfolio Review

[funderji]

...
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

Quite true. Even though DWS is part of Deutsche Bank, it is a low-profile fund. There is something called Taurus Star Share. If you look at a recent Outlook Money magazine (which has the yearly OLM mutual fund rating), it actually has given (in their own tables) the 4th highest return in past 1 year, 2nd highest return in 3 years, and highest in 5 years. There were over 50 funds in that open diversified category. Outlook however, gave a very low rating (50, from my memory).

Pedigree may be one thing, but being the first after 5 years should count!

 

[vijay121264]

Sir,
I am reviewing my portfolio and considering additional investments. I would appreciate if the experts on Traderji can advice on my portfolio.
I have the following portfolio. My aim is to be in this long term with SIP option.
I am planning to purchase new funds. These are Sundaram BNP Paribas Entertainment Opportunities & Sund. BNP Paribas Entertainment Opportunities for SIP option for atleast 8-10 years. I also planning to invest in Sundaram paribas select focus (Large Cap Fund) in SIP option. I aim to invest 60k-80k every year for 10-12 yrs. can somebody tell me if this portfolio is good? My Current Portfolio is as under.

Name of Funds Portfolio Weight (%)

DSPML T.I.G.E.R. Reg-D 2.55
DSPML T.I.G.E.R. Reg-G (SIP @2000/- 3 Yrs) 1.43
Fidelity Tax Advantage-D (SIP @1500/- 10 Yrs) 3.02
ICICI Pru Indo Asia Equity Fund Retail -G 1.67
ICICI Pru Infrastructure-D 2.80
Magnum Contra-G 3.87
Magnum Contra-G (SIP @2000/- 3 Yrs) 1.43
Magnum Taxgain-D 3.22
Reliance Diversified Power Sector Retail-G (SIP @1000/- 10 Yrs) 4.92
Reliance Diversified Power Sector Retail-G 60.28
Reliance Equity Advantage Fund Retail-G 6.47
Reliance Growth-G (SIP @1000/- 10 Yrs) 3.97
Reliance Natural Resources-G (SIP @1000/- 10 Yrs) 11.42
Reliance Natural Resources-G 11.06
Reliance Regular Savings Equity (SIP @500/- 10 Yrs ) 18.15
Standard Chartered Small & Midcap Equity-G 1.74
UTI Infrastructure-G 3.57

Now As I required Some Money, I am planning to sell Reliance Equity Advantage Fund Retail-G, UTI Infrastructure-G, DSPML T.I.G.E.R. Reg-D & ICICI Pru Indo Asia Equity Fund Retail -G
Sir, Do u have any fund in mind which could deliver consistently 20% returns year on Year? Pl. review my portfolio
Thanks
vijay121264

 

[justsayraj]

Sir,
I am reviewing my portfolio and considering additional investments. I would appreciate if the experts on Traderji can advice on my portfolio.
I have the following portfolio. My aim is to be in this long term with SIP option.
I am planning to purchase new funds. These are Sundaram BNP Paribas Entertainment Opportunities & Sund. BNP Paribas Entertainment Opportunities for SIP option for atleast 8-10 years. I also planning to invest in Sundaram paribas select focus (Large Cap Fund) in SIP option. I aim to invest 60k-80k every year for 10-12 yrs. can somebody tell me if this portfolio is good? My Current Portfolio is as under.

Name of Funds Portfolio Weight (%)

DSPML T.I.G.E.R. Reg-D 2.55
DSPML T.I.G.E.R. Reg-G (SIP @2000/- 3 Yrs) 1.43
Fidelity Tax Advantage-D (SIP @1500/- 10 Yrs) 3.02
ICICI Pru Indo Asia Equity Fund Retail -G 1.67
ICICI Pru Infrastructure-D 2.80
Magnum Contra-G 3.87
Magnum Contra-G (SIP @2000/- 3 Yrs) 1.43
Magnum Taxgain-D 3.22
Reliance Diversified Power Sector Retail-G (SIP @1000/- 10 Yrs) 4.92
Reliance Diversified Power Sector Retail-G 60.28
Reliance Equity Advantage Fund Retail-G 6.47
Reliance Growth-G (SIP @1000/- 10 Yrs) 3.97
Reliance Natural Resources-G (SIP @1000/- 10 Yrs) 11.42
Reliance Natural Resources-G 11.06
Reliance Regular Savings Equity (SIP @500/- 10 Yrs ) 18.15
Standard Chartered Small & Midcap Equity-G 1.74
UTI Infrastructure-G 3.57

Now As I required Some Money, I am planning to sell Reliance Equity Advantage Fund Retail-G, UTI Infrastructure-G, DSPML T.I.G.E.R. Reg-D & ICICI Pru Indo Asia Equity Fund Retail -G
Sir, Do u have any fund in mind which could deliver consistently 20% returns year on Year? Pl. review my portfolio
Thanks
vijay121264

You are investing in too many funds (13 funds) and planning to invest another NFO.

From outlook it looks like you have invested in most of the funds initially (NFO).

Keep your funds to 5 or 6 spanning across Large Cap Funds (2), Mid Cap fund, Vanilla fund(mixed cap fund) and a sector fund (if your risk level is little on high side).

If you could mention your risk level and tenure of investment term, it will help others to suggest.

 

[mrindia]

Of course, this is a JUMBO Portfolio. Just go through related threads, n try to make "core" & "satellite" in ur folio.
mr india

 

[MFadvisor]

Re: Can you comment on this portfolio?

you should always prefer an old best performing mutual fund rather than the untested new fund.
MFAdvisor

 

[Vicky78]

Also vijay121264 , you have 5 infrastructure funds in your portfolio. Thats too many. Stick to 1 infrastructure fund if you are an aggressive investor.

On the whole a portfolio should not contain more than 4-5 funds.

Based on your the level of risk you would like to take set a minimum amount of large cap exposure in your portfolio. For example for me it is 50%.

 

[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

I don't want to go ahead on self assessments, and want to take steps carefully. It is money meter and future financial planning. I learn lot from this forum, but still need help to decide about 4 more portfolios with the help of experts financial gurus. I short-listed as follow.

Magnum Contra 30,000 Eq Diversified
DSP ML TIGER 25,000 Eq infrastructure (already applied for)

Any more addition to above Categories will be welcome.
Other short-listed

Eq L Cap

HSBC equity G
Kotak 30
Reliance vision
Sundaram BNP paribas select focus reg.

Mid cap

Reliance growth
Sundarm BNP paribas select Midcap Reg.
Birla Midcap G

Any other addition OR Subtractions will be welcome.
Need total five to six funds.
Two applied for, so need to 3- 4 more.
Please help to go ahead.

Thanks

 

[Vicky78]

DWS is an upcoming fund house. Its performance in 2006 & 2007 has been absolutely great. 2005 was a bad year for this fund house.

Apart from these 2 funds the others that are promising are in the following link.
http://www.traderji.com/mutual-funds-discussion-forum/19562-best-equity-mutual-funds-6.html

I don't want to go ahead on self assessments, and want to take steps carefully. It is money meter and future financial planning. I learn lot from this forum, but still need help to decide about 4 more portfolios with the help of experts financial gurus. I short-listed as follow.

Magnum Contra 30,000 Eq Diversified
DSP ML TIGER 25,000 Eq infrastructure (already applied for)

Any more addition to above Categories will be welcome.
Other short-listed

Eq L Cap

HSBC equity G
Kotak 30
Reliance vision
Sundaram BNP paribas select focus reg.

Mid cap

Reliance growth
Sundarm BNP paribas select Midcap Reg.
Birla Midcap G

Any other addition OR Subtractions will be welcome.
Need total five to six funds.
Two applied for, so need to 3- 4 more.
Please help to go ahead.

Thanks

2 funds that can be added are Kotak 30 & Reliance Growth.

 

[MFadvisor]

All three are excellent Funds. And Recently Reliance Growth fund has come up with a FREE insurance if you do an SIP of more then Rs 2000 per month.
I would recommend if you have 5 year financial goal then why not take the advantage of the Insurance as well. The only thing is insurance is limited to Rs. 10 lakhs only and on premature withdrawal they charge 2% exit load. for more information check out. www.MFexpert.com on article regarding reliance SIP Insurance.

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.

 

[vijay121264]

Re: Best Equity Mutual Funds

Sir,
I am reviewing my portfolio and considering additional investments. I would appreciate if the experts on traderji.com can advice on my portfolio.
My Dream is to purchase a house in Pune, after 9-10 years, when my son education is completed. My aim is to invest in this long term with SIP option for atleast 8-10 years. My aim to invest 50k-80k every year for 10-12 yrs.
My Current Portfolio is as under.

Name of Funds Portfolio Weight (%)

DSPML T.I.G.E.R. Reg-D 2.51
DSPML T.I.G.E.R. Reg-G (SIP @2000/-) 1.41
Fidelity Tax Advantage-D (SIP @1500/-) 2.98
ICICI Pru Indo Asia Equity Fund Retail -G 1.66
ICICI Pru Infrastructure-D 2.77
Magnum Contra-G 3.85
Magnum Contra-G (SIP @2000/-) 1.42
Magnum Taxgain-D 3.18
Reliance Diversified Power Sector Retail-G (SIP @1000/-) 4.88
Reliance Diversified Power Sector Retail-G 23.80
Reliance Equity Advantage Fund Retail-G 6.33
Reliance Growth-G 3.95
Reliance Natural Resources-G (SIP @1000/-) 11.39
Reliance Natural Resources-G 19.10
Reliance Regular Savings Equity (SIP @500/-) 5.72
Standard Chartered Small & Midcap Equity-G 1.81
Sundaram BNP Paribas Select Focus Reg-G (SIP @1000/-) 0.69
UTI Infrastructure-G 3.54
In above Portfolio, DSPML T.I.G.E.R. Reg-G (SIP @2000/-) & Magnum Contra-G (SIP @2000/-), This funds is purchased by my mother. Now As I required Some Money, I am planning to sell Reliance Equity Advantage Fund Retail-G, UTI Infrastructure-G, DSPML T.I.G.E.R. Reg-D & ICICI Pru Indo Asia Equity Fund Retail -G.
Reliance Mutual Fund has annouced SIP Insure scheme, (Like as Insurance Policy) As I have too many funds, I thought that My Portfolio is suppose to revise to 4-5 Funds.
1) Reliance Growth Fund (SIP Insure, for 3 years & 1 year thereafter @2000/-)
2) Reliance Regular Saving Scheme (Sip Insure, for 3 years & 1 year thereafter @2000/-)
3) DSPML T.I.G.E.R. Fund
4) Fidelity Tax Advantage Fund (SIP @1500/-)
5) Sundaram BNP Paribas Select Focus (SIP @1000/-)
6) Reliance Natural Resources Fund
Sir, My current age is 43 years. How is my revise (dream) portfolio? Please divide my amount 2.81 lacs into a portfolio as per your good suggestion. Kindly Review My Portfolio, So I can earn extra income from Market. Kindly review my fund selection and suggest the necessary changes. I want to get maximum returns by taking calculated risk Pl.
Thanks
vijay121264
vijay_1264@**********