Traderji.com - Discussion forum for Stocks Commodities & Forex

Best Equity Mutual Funds

Discuss Best Equity Mutual Funds at the Mutual Funds Discussion Forum within the Traderji.com - Discussion forum for Stocks Commodities & Forex; do you guys follow a LIFO (Last In First Out) method here or what? friend ...


Go Back   Traderji.com - Discussion forum for Stocks Commodities & Forex > INITIAL PUBLIC OFFERS(IPO's) & MUTUAL FUNDS > Mutual Funds Discussion Forum

Notices

Mutual Funds Discussion Forum Discuss and talk about Indian Mutual Funds here!

Reply
 
Thread Tools
Sponsored Links
  #11  
Old 31st January 2008, 09:58 PM
Member
 
Join Date: Dec 2007
Posts: 23
Blog Entries: 1
Appreciation: 10
Rigid is on a distinguished road
Default Re: New Investment Help

do you guys follow a LIFO (Last In First Out) method here or what? friend posted his query after me and got a reply before me. not that i'm complaining but i expected few of you (including Vicky78) to help me out as well.

please guys...help me finalize the portfolio. thanx.
Reply With Quote
  #12  
Old 31st January 2008, 11:24 PM
Moderator
 
Join Date: Aug 2007
Location: Chennai
Posts: 317
Appreciation: 38
Vicky78 is on a distinguished road
Default Re: New Investment Help

Your fund selection is a good Rigid.

One minor alteration could be choosing one from either Kotak Oppurtunities or Reliance Growth and not having both. You could redirect this money to HDFC MIP LT Advantage which is 75% debt 25% equity fund. But if your dad wants to take higher risk, your could just go ahead with the present selection of funds.


BTW, its nothing like a last in first out method. Its just that the funds that you have mentioned have been discussed a lot in this forum. So if not this thread some other thread would have these questions answered.

Last edited by Vicky78; 31st January 2008 at 11:34 PM.
Reply With Quote
  #13  
Old 1st February 2008, 05:03 PM
Member
 
Join Date: Jan 2008
Posts: 17
Appreciation: 10
friend is on a distinguished road
Default Re: Help me also........urgently!!!

Thank u sooooo.... much Vickey 4 paying attention!
I will b gr8ful if u further elaborate

1) Is my portfolio coservative/sufficiantly aggressive?
2) Should I add one from Birla Sunlife Equity/Dsp ML Equity in it?
3) I want to invest more. In what proportion should I allocate money in existing funds. (I want to go lumpsom method for 50,000rs at hand)
4) If 2 SIPs are to be started (2000/- each) which existing funds will be your favourite.

Hope to have your views soon!
Thank u in advance.

friend

Quote:
Originally Posted by Vicky78 View Post
Your equity picks are good. One minor change would be merging DSP ML Tiger and Tata Infra. 2 funds are doing the same thing. So you could hhave just one



Redeem only if you need the money or if your funds are performing bad for about an year, else remain invested.



Performance wise... absolute returns both are almost the same. DSP ML Equity has a slightly higher risk adjusted return than Birla Sunlife Equity.

Portfolio wise Birla Sunlife Equity does has a comparatively large cap tilt.

Both are multicap funds, but one thing i like about DSP ML Equity is it has been consistantly above average. ITs never a top performer and never and average performer. It always maintains that above average line.
Reply With Quote
  #14  
Old 1st February 2008, 06:05 PM
Member
 
Join Date: Jan 2008
Posts: 1
Appreciation: 10
rks2008 is on a distinguished road
Default I'm a beginner.. Need some help, guys...

Hi Fellas,
I'm Ravi and a beginner for stocks & funds. I need some info regarding the equity mutual funds. I'm having a sum of 50k with me. I want to invest in equity mutual funds. Can you suggest me which fund i can invest in and should i divide it in two or more funds?

regards,
Ravi.
Reply With Quote
  #15  
Old 1st February 2008, 06:31 PM
Member
 
Join Date: Aug 2007
Location: Pune
Posts: 632
Blog Entries: 3
Appreciation: 24
MiLiNDOnline is on a distinguished road
Default Re: I'm a beginner.. Need some help, guys...

H Ravi,

Welcome to the forum..

I would suggest- considering current market levels please choose an option of Mutual funds, or keep it at the top of your mind.

Thanks.


Quote:
Originally Posted by rks2008 View Post
Hi Fellas,
I'm Ravi and a beginner for stocks & funds. I need some info regarding the equity mutual funds. I'm having a sum of 50k with me. I want to invest in equity mutual funds. Can you suggest me which fund i can invest in and should i divide it in two or more funds?

regards,
Ravi.
Reply With Quote
  #16  
Old 1st February 2008, 06:45 PM
Member
 
Join Date: Jan 2008
Location: Bangalore
Posts: 275
Blog Entries: 1
Appreciation: 10
yatishjain is on a distinguished road
Default Re: I'm a beginner.. Need some help, guys...

Rel MF is good
Reply With Quote
  #17  
Old 1st February 2008, 09:58 PM
Member
 
Join Date: Jan 2008
Posts: 8
Appreciation: 10
vinodkum009 is on a distinguished road
Default Re: I'm a beginner.. Need some help, guys...

only 20% of your money keep in stock i would suugest you NTPC,GAIL,SAIL,ONGC FOR A PEROID OF 2 YEARS
Reply With Quote
  #18  
Old 2nd February 2008, 02:02 PM
Member
 
Join Date: Dec 2007
Posts: 23
Blog Entries: 1
Appreciation: 10
Rigid is on a distinguished road
Default Re: SIP for 2008?

thanx Vicky78...based on your suggestion, i've made some slight adjustments to the portfolio..here's the modified portfolio

Birla Sun Life Equity-G (30K)
HDFC Prudence-G (30K)
DSPML T.I.G.E.R. Reg-G (20K)
ICICI Pru Gilt Inv-G (30K)
Kotak Opportunities-G (30K)
Magnum Contra-G (30K)
Reliance Vision-G (30K)

i've reduced exposure to the balanced fund and infra/thematic fund by 10K each. i've also reduced the allocation from birla equity by 10K. the 30K saved from these 3 funds will now be invested in a long term gilt fund for added security and maximum liquidity.

i've also changed reliance growth to reliance vision to reduce exposure to mid caps and increase investment in large caps. please let me know your opinion on this.
Reply With Quote
  #19  
Old 2nd February 2008, 02:19 PM
Member
 
Join Date: Feb 2008
Posts: 3
Appreciation: 10
rsingla is on a distinguished road
Default Re: SIP for 2008?

Hello to all,
Thanks to providing info abt SIP.
Bye

RSingla
Reply With Quote
  #20  
Old 2nd February 2008, 07:21 PM
Moderator
 
Join Date: Aug 2007
Location: Chennai
Posts: 317
Appreciation: 38
Vicky78 is on a distinguished road
Default Re: SIP for 2008?

Cool

Happy Investing!

Quote:
Originally Posted by Rigid View Post
thanx Vicky78...based on your suggestion, i've made some slight adjustments to the portfolio..here's the modified portfolio

Birla Sun Life Equity-G (30K)
HDFC Prudence-G (30K)
DSPML T.I.G.E.R. Reg-G (20K)
ICICI Pru Gilt Inv-G (30K)
Kotak Opportunities-G (30K)
Magnum Contra-G (30K)
Reliance Vision-G (30K)

i've reduced exposure to the balanced fund and infra/thematic fund by 10K each. i've also reduced the allocation from birla equity by 10K. the 30K saved from these 3 funds will now be invested in a long term gilt fund for added security and maximum liquidity.

i've also changed reliance growth to reliance vision to reduce exposure to mid caps and increase investment in large caps. please let me know your opinion on this.
Reply With Quote
Sponsored Links


Reply

Bookmarks


Advertise Here


Thread Tools

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


All times are GMT +5.5. The time now is 03:41 AM.

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.
 


Copyright © 2001 - 2008, Traderji.com All Rights Reserved.

Recommended Websites - www.TradersEdgeIndia.com - www.TradingPicks.com - www.MasterOfTrading.com