Portfolio Review

[darsh_goswami]

Originally Posted by mayurkotlikar

All are with long term commitments. My age is 30 years

Dear Mayur ,..
as far as i can see still in this age u can still afford some more aggressive funds like reliance diversified power fund..... Which is having higher beta value...

HDFC Infra fund also would be one of my choice.

Still i didnt analyze much about recent fund performances but i do suggest LARGE CAP AND MID CAP FUNDS FOR A LONGER TERM VIEW..

Regards,...
Darsh

[mayurkotlikar]

Thanks Darsh,

I avoided SIP in any sectoral fund. I am of the opinion that SIP should be from long term perspective and sectoral funds should be avoided. Expert opinion on this is required

Also, I went for Reliance Media and Entertainment (even when it is sectoral), as i think that the Media and Entertainment will peak after we have all the "Infrastructure" in place. Please give expert opinion on this.


Please also suggest names of some LARGE CAP and MIDCAP Funds

[naminik]

hello to every body

[kneekill]

Originally Posted by Vicky78

What your portfolio lacks is a plain vanilla multicap fund. My pick would be DSP ML Equity fund.

Also avoid too many thematic funds. Also totally avoid NFOs. Continue your SIP in the following funds and do not add anymore new funds. 4 to 5 funds should make your portfolio optimal

DSP ML tiger
DSP ML Equity
Reliance growth
Magnum Contra
Fidelity tax Advantage

hi vicky how many number of funds would you think will make a good portifilio without a mess..i am planning for a long term say 15 years in a SIP.

[justsayraj]

Originally Posted by kneekill

hi vicky how many number of funds would you think will make a good portifilio without a mess..i am planning for a long term say 15 years in a SIP.

4 or 5 funds should be good.

[mayurkotlikar]

Nobody to review here?

Please

[mrindia]

Originally Posted by mayurkotlikar

I avoided SIP in any sectoral fund. I am of the opinion that SIP should be from long term perspective and sectoral funds should be avoided. Expert opinion on this is required

Its definitely a nice option.

Originally Posted by mayurkotlikar

Also, I went for Reliance Media and Entertainment (even when it is sectoral), as i think that the Media and Entertainment will peak after we have all the "Infrastructure" in place. Please give expert opinion on this

Its mere a guess, time will prove!

Originally Posted by mayurkotlikar

Please also suggest names of some LARGE CAP and MIDCAP Funds

Large Cap- HDFC Top200, DSP ML Top100, Franklin India Prima, Reliance Vision etc
Mid-Cap- Birla Midcap, Sundram Select Midcap

[vijay121264]

Sir,
I want to start SIP for minimum 8 to 12 years on long term basis in 4 to 5 good diversified/sectoral fund funds.
My monthly investment is Rs. 1000/- each for all Diversified funds. Please suggest me a good diversified funds. (Midcap, Largecap or Smallcap etc. with high returns) & I also have Reliance equity advantage fund. shall I sell it? Please advice me.

Vijay121264

[Rigid]

LargeCap
=======
DSPML Top 100 Equity
HDFC Top 200
Birla Sunlife Frontline Equity
Reliance Vision

MidCap
=======
Reliance Growth
Birla Midcap
Standard Chartered Premier Equity

Opportunities
==========
Kotak Opportunities
DSPML Opportunities

[mrindia]

Originally Posted by Rigid

LargeCap
=======
DSPML Top 100 Equity
HDFC Top 200
Birla Sunlife Frontline Equity

MidCap
=======
Reliance Growth
Birla Sunlife Equity
Standard Chartered Premier Equity

Opportunities
==========
Kotak Opportunities
DSPML Opportunities

Hello!
Your advice in 'Mid-Cap' Sector is somewhat wrong. Birla Sunlife Equity is Multicap Fund with significant large cap tilt. While Rel. Gr. behaves more like an opportuinity fund due to its massive asset size.
Mr India