Portfolio Review

[abigbull]

Hello Experts .
Need ur advice regarding the MF that is had bought in the past out of ignorance .
JM Basic fund (Growth) - is at 50% Loss bought on Sep 07
Relaince Divsrfd Power sector (Growth ) is at 4% Loss bought on Nov 07 .
where in i checked in Moneycontrol.com that for the last one yr the performance was
JM Basic fund = -19%
Reliance Divsrfd Power sector = +22 %

Now what shld i do , sell the JM fund and switch incurring a loss or stay with JM so that may be in future it will break even or sell both the funds and swith to some other fund in that case which fund .
I am aiming for good returns + resonable amount of safety for my savings in any MF.

 

[mrindia]

Hello Experts .
Need ur advice regarding the MF that is had bought in the past out of ignorance .
JM Basic fund (Growth) - is at 50% Loss bought on Sep 07
Relaince Divsrfd Power sector (Growth ) is at 4% Loss bought on Nov 07 .
where in i checked in Moneycontrol.com that for the last one yr the performance was
JM Basic fund = -19%
Reliance Divsrfd Power sector = +22 %

Now what shld i do , sell the JM fund and switch incurring a loss or stay with JM so that may be in future it will break even or sell both the funds and swith to some other fund in that case which fund .
I am aiming for good returns + resonable amount of safety for my savings in any MF.

Better come out of JM Basic & retain Reliance 4 the time being
mr india

 

[[email protected]]

Hi Vicky78 & Justsayraj, :thumb:

Hello after a long time. I am really thankful to you both for your wise advice in Dec 2007. My portfolio is now-a-days looking good. I am still continuing with the same advised schemes and added one more too SBI MAGNUM SECTOR FUNDS UMBRELLA CONTRA -GROWTH. I will try to continue the same SIP as far as I can.

Below is my continuing portfolio.
RELIANCE GROWTH FUND - GROWTH PLAN - GROWTH OPTION --- (12%)
RELIANCE EQUITY FUND - GROWTH --- (20%)
TATA INFRASTRUCTURE FUND - GROWTH --- (16%)
DSP BLACKROCK TOP 100 EQUITY FUND - GROWTH --- (20%)
SBI MAGNUM SECTOR FUNDS UMBRELLA CONTRA -GROWTH --- (20%)
HDFC TOP 200 FUND - GROWTH PLAN --- (12%)


If you guys can give some expert advice/comment then it will be great help and moral booster too.
Thanks & Regards,
Babi

Hi All GURUS,

Please have a kind look on this thread too. mainly Vicky78 or Justsayraj or mrindia...

 

[justsayraj]

Hi All GURUS,

Please have a kind look on this thread too. mainly Vicky78 or Justsayraj or mrindia...

Your portfolio looks good.

I would stop further investments in Reliance Equity fund , hold whatever you have in Reliance Equity Fund ; check its performance after 6months, if it does not improve its performance STP to Reliance Growth. Instead invest that amount in Reliance Growth and HDFC Top 200. This should add little bit of aggressiveness to your portfolio.

Keep checking your portfolio regularly.

Happy Investing.

 

[mrindia]

Hi All GURUS,

Please have a kind look on this thread too. mainly Vicky78 or Justsayraj or mrindia...

Hello!
In my view, stop SIP in Tata Infra too. Rather think of adding Sundaram Select Midcap (10-15%) to add vigour.
Mr India

 

[Onurag]

I have invested in following funds as lumpsum amount.. Today my investments are totally under water

1. SBI Bluechip Fund ( Bought at 11.65, Feb 2007) 35k
2. Principal Resurgent India Fund (Bought at 13.41, March 2007) 25k

As per the latest NAV's and after adjusting opportunity cost (savings account interest), i am 6k and 8k in loss. Pls advice me if i should sell off in this market or continue holding. I do not have immediate need for cash. I am only concerned abt profitability.

Pls guys need your help in recovering my money. What approach should i follow to get rid off these funds without making loss..

 

[pateketu]

Re: HDFC AMC PMS Real Estate Fund

Hello i live in the UK , after giving some thought i have gone for HDFC AMC's PMS Real Estate Fund which has entry at 25L.( 6+1+1) Yes, it is little expensive since it charges an entry load of 2.5%, 10% hurdle rate, then 12%+ 80:20, 15% 1st drawdown. But I personally feel that if HDFC is managing a real estate fund, that too development fund, then the returns would be quite good as they are quite knowledgeable and influential. They have much better rapport with majority of builders, developers, etc.

Was convinced abt their investment strategy as well, ( top 20 cities india, concentrating on Hotels/Residential/Commerical/Hospitals/Malls ) so decided to go it !!

what do you guys think of it ??, was it a safe/wise/foolish choice ?? , look forward to your comments

Hi apprentice I live in UK (London) and interested in the Fund but can't find any information on how to invest, if you happen to follow the thread and read this message I would be interested in speaking with you, this forum does not seem to allow Private Messages :annoyed:, my email is pateketu AT gmail.com

 

[Onurag]

I have invested in following funds as lumpsum amount.. Today my investments are totally under water

1. SBI Bluechip Fund ( Bought at 11.65, Feb 2007) 35k
2. Principal Resurgent India Fund (Bought at 13.41, March 2007) 25k

As per the latest NAV's and after adjusting opportunity cost (savings account interest), i am 6k and 8k in loss. Pls advice me if i should sell off in this market or continue holding. I do not have immediate need for cash. I am only concerned abt profitability.

Pls guys need your help in recovering my money. What approach should i follow to get rid off these funds without making loss..

need some advice here

 

[pulkitdabral]

Hi, i recently started investing in SIP in the month of august 2009. I was currenclty investing in equity diversified funds with the below breakup:
HDFC Top 200 Fund (G) -> (Amount 7000/- Per Month)
Reliance Growth Fund (G)-> (Amount 6000/- Per Month)
DSP BR TIGER Fund (G) ->(Amount 6000/- Per Month)
FIPP Fund (G) ->(Amount 6000/- Per Month)

I am looking to invest long terms ie 3-5 years and more. Do you think the followings funds are good for long term returns? Please do advice.

thanks

Pulkit

 

[sunshine76]

hi guys, i have given my portfolio below, please review n let me know your comments and suggestions..

1. ICICI Pru dynamic plan growth option
2. ICICI Pru guilt IP - growth
3. ICICI Pru growth
4. ICICI Pru infrastructure
5. Reliance RSF Equity - Growth