Portfolio Review

[It_is_Andrew]

I am new to mutual funds & I started out slow.
Over past two months I have invested 7k in Reliance Vision Fund (5+1+1) & 2k in Magnum Contra.

Now I am planning to furthur invest in few funds.
I am thinking about Birla Sunlife Equity Fund & DSPML TIGER Fund . (I'll probably go with one time investment with monthly mannual additional purchase - no SIP)

The above two were suggested to me in this forum few months back.

I am not sure which fund to go with first OR should I look into some other fund?!

Please suggest

 

[gabbar.singh]

Re: Please review my portfolio

Was this portfolio suggested by personalfn?

You have good funds in your portfolio. It would be better reducing it to 4-5 funds. Too many funds will dilute returns.

No it wasn't suggested by personalfn or anybody. I did it by taking help and clue from this board and elsewhere.

 

[gabbar.singh]

Re: Please review my portfolio

Was this portfolio suggested by personalfn?

You have good funds in your portfolio. It would be better reducing it to 4-5 funds. Too many funds will dilute returns.

What do you recommend I should kick off? I am switching from DSPML Opp Fund to DSPML Equity.

 

[maheshpai]

I am planning to invest 40K in 4 MFs ( Growth Based plans) . Please advice me considering current market situation. Also please advice me on - Reliance Diver. Power - RP (G)

 

[gabbar.singh]

Re: HDFC AMC PMS Real Estate Fund

Hi,

I have also invested in this plan and i believe returns are going to be great.

Regards

How does one invest in this fund? Who should I contact?

 

[rohan.india]

hello everybody..

some of my Fix deposit investment is getting encashed, and this time i want to invest in MF's. its around 250 k..
To play safe i have added 5 very gud performing funds in my portfolio for 80% investment.. and 20% in new funds ..
RELIANCE regular saving fund(equity)= 50k
ICICI pru infrastructure= 50 k
TATA infrastructure= 25 k
HDFC Top 200= 25k
KOTAK opportunities=25k.
DSP TIGER= 25 k.

rest of 50 k is for (ICICI pru Focused Equity fund) a new fund + SUM gud banking/pharma fund.

i have choosen all openended fund as per my req. currently luking for 2 years of period.

here i am seeking for gud suggestion, if anyone wants to add some new idea, please feel to give..its really my pleasure to work as per yours valueable suggestions..

Thanks...
ROHAN..
(Keep Investing)

 

[justsayraj]

hello everybody..

some of my Fix deposit investment is getting encashed, and this time i want to invest in MF's. its around 250 k..
To play safe i have added 5 very gud performing funds in my portfolio for 80% investment.. and 20% in new funds ..
RELIANCE regular saving fund(equity)= 50k
ICICI pru infrastructure= 50 k
TATA infrastructure= 25 k
HDFC Top 200= 25k
KOTAK opportunities=25k.
DSP TIGER= 25 k.

rest of 50 k is for (ICICI pru Focused Equity fund) a new fund + SUM gud banking/pharma fund.

i have choosen all openended fund as per my req. currently luking for 2 years of period.

here i am seeking for gud suggestion, if anyone wants to add some new idea, please feel to give..its really my pleasure to work as per yours valueable suggestions..

Thanks...
ROHAN..
(Keep Investing)

Same message posted in more than one thread...!

for short terms - <=2.. equity funds are not recommended..go for liquid/liquid plus funds.

 

[Vicky78]

hello everybody..

some of my Fix deposit investment is getting encashed, and this time i want to invest in MF's. its around 250 k..
To play safe i have added 5 very gud performing funds in my portfolio for 80% investment.. and 20% in new funds ..
RELIANCE regular saving fund(equity)= 50k
ICICI pru infrastructure= 50 k
TATA infrastructure= 25 k
HDFC Top 200= 25k
KOTAK opportunities=25k.
DSP TIGER= 25 k.

rest of 50 k is for (ICICI pru Focused Equity fund) a new fund + SUM gud banking/pharma fund.

i have choosen all openended fund as per my req. currently luking for 2 years of period.

here i am seeking for gud suggestion, if anyone wants to add some new idea, please feel to give..its really my pleasure to work as per yours valueable suggestions..

Thanks...
ROHAN..
(Keep Investing)

2 year period is a border line for investing in equity funds. 5 plus years would be an ideal time frame.

Coming to your portfolio. Include one plain diversified equity fund like DSP ML Equity or Birla Sunlife equity Or HDFC growth or Birla Sunlife Frontline Equity or Magnum Contra

You have 3 infrastructure funds ICICI prudential infra, tata infra & DSP ML tiger. these three funds also make up the major section of your portfolio making them the core holding. Infra funds are good to have in your poortfolio to add aggression. IMO, DSP ML tiger is a very good fund . with its broader mandate it is better than other infra funds.

Exit from the other infrastrucure fund and split it evenly among the 5 funds.

Assuming you are an aggressive investor,
HDFC Top 200 - 25%
DSP Ml equity - 25%
Kotak Oppurtunities -20%
Reliance regular Savings equity 15%
DSP ML tiger - 15%

 

[rohan.india]

VIKKY 78;;;;;;
thanks for sharing your exp..
I will take care of your comments...
thanks for repling too..

 

[mrindia]

I am new to mutual funds & I started out slow.
Over past two months I have invested 7k in Reliance Vision Fund (5+1+1) & 2k in Magnum Contra.

Now I am planning to furthur invest in few funds.
I am thinking about Birla Sunlife Equity Fund & DSPML TIGER Fund . (I'll probably go with one time investment with monthly mannual additional purchase - no SIP)

The above two were suggested to me in this forum few months back.

I am not sure which fund to go with first OR should I look into some other fund?!

Please suggest

Hello!
Both r vry gud funds & will play different role in ur portfolio. BIRLA fund u can keep as 'core' & DSP as 'satelllite'. Both may be included in folio with respective allocation depending upon ur risk appetite.
mr india