Mutual Fund Portfolio Review

#1
Hi,

I am already investing on below Mutual Funds, i wanted to review the Mutual funds.

DSP BlackRock Top 100 Equity Fund - Direct Plan - Growth - 2000

HDFC Equity Fund - Direct Plan - Growth Option - 2000

HDFC Top 200 Fund - Direct Plan - Growth Option - 4000

IDFC Premier Equity Fund-Growth-(Direct Plan) - 3000

Can someone help me to review the funds and also i wanted to add 5000 more in my investment. I am ready to add new fund or add it on existing fund.

Regads,
Raghu.
 
#2
You can add ICICI Pru Discovery fund for Rs. 3000/- and increase exposure 1000/- each in IDFC Premier Equity Fund-Growth-(Direct Plan) and DSP BlackRock Top 100 Equity Fund - Direct Plan - Growth.
All the Best.
 
#3
DSP BlackRock Top 100 Equity Fund - Direct Plan - Growth - 2000
IDFC Premier Equity Fund-Growth-(Direct Plan) - 3000

Discontinue:
HDFC Equity Fund
HDFC Top 200 Fund

Start new investments (9K monthly) in:
* ICICI Pru BEF - 2 SIP of 1K - Large Cap
* ICICI Pru Discovery - 1 SIP of 1K - Small & Midcap
* Axis Equity - 2 SIP of 1K - Large Cap
* Quantum LTEF (Multicap) or BSL Frontline Equity(Large Cap) - 2 SIP of 1K
* Reliance Equity Opp. - 2 SIP of 1K

This will make your portfolio spread across 6 AMC in 7 schemes.

Although some might say that 7 is too much, but I don't think so.

Happy investing.
 
#4
Well you can add mutual fund investment for as little as Rs 1000 with SIP option and increase thereafter. Several benefits include safety of capital if needed and easy encashment within some working days. There are also several wealth creation solutions satisfying individual requirement.
 

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