|
|
| Discuss Portfolio Review at the Mutual Funds Discussion Forum within the Traderji.com - Discussion forum for Stocks Commodities & Forex; Hi, I am reviewing my portfolio and considering additional investments. I would appreciate if the ... |
|
|||||||
| Notices |
| Mutual Funds Discussion Forum Discuss and talk about Indian Mutual Funds here! |
 |
|
|
Thread Tools |
| Sponsored Links |
|
#41
5th January 2008, 01:20 PM
|
|||
|
|||
Request Advice on my MF portfolio
Hi,
I am reviewing my portfolio and considering additional investments. I would appreciate if the experts on Traderji can advice on my portfolio. A. Currently I have, Reliance Vision 13% Franklin Flexicap 9% Franklin Prima Plus 15% HDFC Equity 19% HDFC Prudence 28% Sundaram Select Midcap 16% B. I am considering following actions 1. Redeem Franklin Flexicap, Prima Plus and Sundaram Midcap. 2. Add following funds Reliance Growth DSPML TIGER or Sundaram Capex Kotak Opportunities Reliance Diversified Power C. For new money (about same amount as my existing investments), I am looking at investing 50% right away and 50% a quarter later. Does that sound okay? Should I be considering any other funds? Any advice greatly appreciated. Thanks and Regards, -- Milind Last edited by milind; 5th January 2008 at 01:21 PM. Reason: typo 
|
| Sponsored Links |
|
#42
5th January 2008, 07:34 PM
|
|||
|
|||
|
Portfolio Review
All,
My current portfolio allocation looks like this . I wish to hold it for a minimum of 18 months. Please let me know your opinions on it. ICICI Prudential Infrastructure 21.4% Sundaram BNP Paribas Select Focus 14.2 % Magnum Multiplier Plus 21.4% Reliance Diversified Power Sector 14.28% Sundaram BNP Paribas CAPEX Opp.-D 14.28% Magnum Midcap 14.28% Regards
|
|
#45
6th January 2008, 07:31 PM
|
|||
|
|||
|
Suggestion on Portfolio
Hi!
I am new to mutual fund investment. I wish to start investments through sip for the following funds hdfc prudence 5k dspml balance 5k franklin india prima plus 3k reliance vision 3k kotak30 3k sundaram select focus 3k DSP tiger 3k birla sunlife equity 2k sundaram select mid cap 2k magnum global 2k SBI Magnum Contra 2k All are growth options. can you please review my portfolio and give some suggestions. i wish to keep invested through sip for 4 years and there after will stop sip and keep the money in the fund. I look forward for maturity of 12-15 years. regards, George
|
|
#47
7th January 2008, 03:19 PM
|
|||
|
|||
|
Re: Suggestion on Portfolio
too many funds choose one or each type and you should be good
HDFC Prudence Kotak 30 Birla Sunlife Equity Sundaram Midcap Magnum Contra
|
|
#48
7th January 2008, 07:01 PM
|
|||
|
|||
|
Look at My portfolio
1.Invested in Mutual Funds 10000 each
Reliance Growth Sundaram BNP Paribas select Mid CAP ICICI Prudential Real state Securities Sundaram Energy Oppurtunities Uti Infrastructure Sr 1 2. Mutual Fund SIP of for three Years starting this january 2008. DSP ML Equity(1000) DSP ML Tiger(1000) Reliance Power Diversified(1000) Standard chartered Premier equity(2000) 3.Planning to invest in Reliance Natural resources NFO 50000 this month Do you see my portfolio is correct. Thanks for reply.
|
|
#49
7th January 2008, 07:21 PM
|
|||
|
|||
|
Re: Suggestion on Portfolio
thanks for the feedback. Now I have a clean portfolio.
can you suggest best midcap fund which will win in 2008? or i should keep sundaram select mid cap. i also wish to know how should be the percentage allocation of fund as I prefer to have an aggressive portfolio based on the aboove selection of funds
|
|
#50
8th January 2008, 12:31 AM
|
|||
|
|||
|
Re: Suggestion on Portfolio
Birla midcap would be a better choice. Though it is a highly rated fund, I am not all that particular about Sundaram midcap.
There are some promising fund like JM Emerging Leaders and Standard Charted Premier Equity. But they dont have a long track record like Sundaram or Birla. If you want to take high risks could choose them.
|
| Sponsored Links |
|
|
|
| Bookmarks |
| Thread Tools | |
|
|
Indemnity, Disclaimer & Disclosure
Notice:
• By visiting Traderji.com you indicate your acceptance of our Forum
Rules Disclaimer & Disclosure and indemnify Traderji.com, its
associates and related parties of all claims howsoever resulting from
the usage of the forum.
• Disclaimer: Trading or investing in stocks & commodities
is a high risk activity. Any action you choose to take in the markets
is totally your own responsibility. Traderji.com will not be liable for
any, direct or indirect, consequential or incidental damages or loss arising out of the use of this information.
• Disclosure: The information in this forum is neither an offer to sell nor solicitation to buy any of the securities mentioned herein.
The writers may or may not be trading in the securities mentioned.
• All names or products mentioned are trademarks or registered trademarks of their respective owners.
General Content Disclaimer Notice:
In light of our policy of encouraging candid, open exchanges of views and the rapid distribution of information originating from many sources, Traderji.com cannot determine the accuracy of information that may be uploaded to the forum. Opinions, advice and all other information expressed by participants in discussions are those of the author. You rely on such information at your own risk. You are urged to seek professional advice for specific, individual situations and not rely solely on advice or opinions given in the discussions. Since Traderji.com is an open and free discussion forum, any comments made by members of this forum in their posts reflect their own views and not of the owner or administrator of Traderji.com. Thus the owner/administrator indemnify themselves of all claims whatsoever and will not be liable or responsible for any members comments/views in this forum Traderji.com. If you find any objectionable or offensive posts made by members of this forum which you would like to bring to our notice for removal then please Contact Us.
