Portfolio Review

[crazyfutu]

Thanks Vicky for ur suggestion

 

[nruharish]

Hi Vicky,

Below is the SIP portfolio iam planning:
DSPML Tiger - 2000
JM Basic - 2000
Magnum Contra - 2000
Sundaram Tax saver - 2000
ICICI prudential Spice - 2000

I am a long termer with a horizon of around 5 years. Let me know your thoughts on my porfolio.

Thanks,
Harish

 

[Vicky78]

DSP ML tiger and JM basic are both thematic funds that invests in the infra space. So you can pick one (preferably DSP ML Tiger) and drop the other.

So from your picks of good funds.

DSPML Tiger - 2500
Magnum Contra - 2500
Sundaram Tax saver - 2500
ICICI prudential Spice - 2500

 

[[email protected]]

Hi Vicky,

After all the feedback i am currently maintaining the below SIP and the percentage too.Planning to continue for 3 - 4 yrs. kindly have your opinion

DSP TOP 100 EQUITY FUND - GROWTH - 25%
RELIANCE EQUITY FUND - GROWTH - 25%
RELIANCE GROWTH FUND - GROWTH PLAN - GROWTH OPTION - 15%
TATA INFRASTRUCTURE FUND - GROWTH - 20%
HDFC TOP 200 FUND - GROWTH PLAN - 15%


Thanks in advance...

 

[chattogeorge]

HI!

I am new to this forum and I found a lot of informative things related to MF and everybody's expereinces.. I am investing in MF thru sip from March 2008 onwards. As the performance of some of the funds is really bad Could you please review my portfolio?

HDFC TOP 200
Birla Sunlife Equity
Kotak Opportunities
Magnum Contra
IDFC Premier Equity
DSPML TIGER.
3k each in every fund and I will stya invested for minimum 5 years or more.

I have noticed that BRL Equity's performance was really bad in this bear phase compared to all other funds.

I am planning to add 3 large cap funds to the above
Sundaram Select FOcus
Kotak 30
DSPML 100

Caould you please help in realigning the portfolio?
Thank you

George

 

[chattogeorge]

Please help me by reviewing my wife's portfolio too...she has investments like this

Sundaram Tax Saver Rs. 2000/-

Sundaram Select Focus

Birla Tax Relief - 96

Birla Mid Cap

ata Tax Saver
3k each

She want to stay invested for 10 years or more a. Please review this portfolio and suggest for improvements for a high risk high return portfolio for 10 years.

George

 

[mrindia]

HI!

I am new to this forum and I found a lot of informative things related to MF and everybody's expereinces.. I am investing in MF thru sip from March 2008 onwards. As the performance of some of the funds is really bad Could you please review my portfolio?

HDFC TOP 200
Birla Sunlife Equity
Kotak Opportunities
Magnum Contra
IDFC Premier Equity
DSPML TIGER.
3k each in every fund and I will stya invested for minimum 5 years or more.

I have noticed that BRL Equity's performance was really bad in this bear phase compared to all other funds.

I am planning to add 3 large cap funds to the above
Sundaram Select FOcus
Kotak 30
DSPML 100

Caould you please help in realigning the portfolio?
Thank you

George

Here is my sugession
HDFC Top200
Sundaram Select Focus

Magnum Contra

Kotak opport

DSP ML TIGER

Go with SIP in these

 

[Webcheetah]

Hi guys,

First of all i would like congratulate on replying to all the queries patiently. It's no doubt tremendous job. I must admit you are the guys only who made me join this community.

I am very well sufficed with enough PPFs, ULIPs and Insurance plans with me. But know i would like to invest around 6-8K (monthly) on 2-3 different MF with pure equity in mind. Can you recommend some ?

I already have invested some amount in MFs but it was two years ago. But initial thought at the time of investment was to save taxes.

25K - Reliance Growth (Doing Exceptionally well till date, Value - 35K)
25K - SBI Magnum Tax Gain (Hitted losses, Value - 20K)
20K - HDFC Tax Saver (Another Hitted one, Value - 15K)

Do you recommend keeping them or should i exit from the same ?

Cheers

 

[mrindia]

Hello Webcheetah!
Thanks a lot for ur appreciating words 4 community.
As far as ur MFs r concerned, Rel Gr is gr8 enough 2 hold.
Rest of the funds r ELSS; with 3yr mandatory lock-in. U cant exit anyways.
mr india

Hi guys,

First of all i would like congratulate on replying to all the queries patiently. It's no doubt tremendous job. I must admit you are the guys only who made me join this community.

I am very well sufficed with enough PPFs, ULIPs and Insurance plans with me. But know i would like to invest around 6-8K (monthly) on 2-3 different MF with pure equity in mind. Can you recommend some ?

I already have invested some amount in MFs but it was two years ago. But initial thought at the time of investment was to save taxes.

25K - Reliance Growth (Doing Exceptionally well till date, Value - 35K)
25K - SBI Magnum Tax Gain (Hitted losses, Value - 20K)
20K - HDFC Tax Saver (Another Hitted one, Value - 15K)

Do you recommend keeping them or should i exit from the same ?

Cheers

 

[Webcheetah]

Hello Webcheetah!
Thanks a lot for ur appreciating words 4 community.
As far as ur MFs r concerned, Rel Gr is gr8 enough 2 hold.
Rest of the funds r ELSS; with 3yr mandatory lock-in. U cant exit anyways.
mr india

Thanks, Should i invest more money in reliance ? If yes, through SIP or Lumpsum ?

Can you answer the other query too. EDIT: Copied pasted for your convenience.


"I am very well sufficed with enough PPFs, ULIPs and Insurance plans with me. But know i would like to invest around 6-8K (monthly) on 2-3 different MF with pure equity in mind. Can you recommend some ?"