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Portfolio Review

Discuss Portfolio Review at the Mutual Funds Discussion Forum within the Traderji.com - Discussion forum for Stocks Commodities & Forex; Thanks Vicky for ur suggestion...


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  #211  
Old 24th July 2008, 02:52 PM
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Default Re: Portfolio Review

Thanks Vicky for ur suggestion
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  #212  
Old 29th July 2008, 08:45 PM
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Default Re: Portfolio Review

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
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  #213  
Old 30th July 2008, 01:51 PM
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Default Re: Portfolio Review

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
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  #214  
Old 29th August 2008, 08:41 AM
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Post Re: Portfolio Review

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...
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  #215  
Old 2nd September 2008, 11:58 AM
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Default Re: Portfolio Review

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
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  #216  
Old 2nd September 2008, 12:30 PM
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Default Re: Portfolio Review

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

Last edited by chattogeorge; 2nd September 2008 at 01:24 PM. Reason: grammar
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  #217  
Old 2nd September 2008, 09:20 PM
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Default Re: Portfolio Review

Quote:
Originally Posted by chattogeorge View Post
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
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