Portfolio Review

[bhanusetty]

I want the forum,s advise.

I want to invest Rs.25000/- in MF. can u suggest me which one of these is better one. all these are new offers.
1. JP MORGAN INDIA SMALLER COMPANIES FUND
2. UTI INFRASTRUCTURE ADVANTAGE FUND
3. KOTAK INDO WORLD INFRASTRUCTURE FUND.

Is is better to invest in new offers or existing ones.

BS

[dipesha]

go for old funds b'coz u knw atleast by seeing the past perfomance hw th fund will perform but in case of NFO u r not sure wht will be return!!!since we hav lot of old funds having gud returns so i will suggest u to go for old funds!!

[Vicky78]

stay away from new offers

Let me rework your portfolio

1. Standard Charted Premier Equity Fund (small cap fund)
2. DSPML Tiger (infrastructure fund)
3. Franklin Prima Plus (diversified fund - core)

[bhanusetty]

Hai Deepsha and Vicky78,
Thanx for guiding me.

[VenkatKMK]

Hi !

Frankin Prima Plus appears to be slowing down.
My suggestion would be to go for a large cap fund like HDFC Top 200 or ABN AMRO Equity.

[Vicky78]

Take a look at Prima Plus 5 year track record... It has consistantly managed to beat the index when selected stocks rally and has managed to match the average when the broader markets rally. It has done this with a large cap bias. One month blip is no big issue as almost every mf will have such blips. Take a look at athe year to date return and this fund is good. If you are looking to add a value style to your portfolio, Magnum Contra is a good fund.

HDFC Top 200 has lacked consistancy and ABN AMBRO Equity is a very very volatile fund. Also ABN AMBRO Equity is not a large cap fund. If you are looking for multicap funds there are many many better funds than ABN AMBRO Equity - Like DSPML Equity and Birla Sunlife Equity

[tom_alter228]

Hello MF Gurus,

I have the following portfolio. My aim is to be in this long term with SIP option. I aim to invest 1lac every year for 15 yrs. can somebody tell me if this portfolio is good?

thank you,
tom

birla sunlife equity - 20%
dsp ml equity - 10%
dsp ml tiger regular - 20%
sundaram bnp paribas select focus - 20%
sbi magnum balanced G - 10%
sundaram capex oppur - 20%

[surfingminds]

Its seems to be focused at more returns. And I find most of them a good pick but i can't comment as a group cuz I am not traking all.
Atleast What I have
1. Sundaram capex oppur : I have put 50 K and gained 7k in last 3 months. I believe they are investing in the companies which are supporting or getting bussiness for the momentum companies I don't know but its worth having it.
2 dsp tiger is also a good high returned based.

Let's here from other's while I will research on.

[tom_alter228]

Thanks for the feedback. yes, I have gone for equity mostly. The reason is that I am 36 yrs old and have invested in FD and real estate heavily till now and also have a BIG LIC policy [endowment, which I am kind of repenting now :-( Terms seems to be the norm]....anyway, long story short, I should have outlined this before, sorry, what I am looking for is high risk for next few years and then probably slowly go into debt and balanced more so that I can take little risks.

Thanks for your time!
tm

[Charusheela]

Hi
I am mostly invested in Shares hence I am unable to answer ur query.
I am a very long term player .
I would like to seek advise from all seniors can I invest in Tata Tele & at what price?