Fidelity Equity Fund

[gabbar.singh]

This fund has been in existence for more than 2 years. What is your take on this fund as compared to HDFC Equity Fund or any other similar fund?

 

[Vicky78]

This fund's bear market performance has been great. Though not very great during the bull run.

 

[gabbar.singh]

This fund's bear market performance has been great. Though not very great during the bull run.

Should I increase exposure here or exit? Do you think Franklin India Opportunities will be better than this fund?

 

[Vicky78]

Should I increase exposure here or exit? Do you think Franklin India Opportunities will be better than this fund?

that would depend upon how much risk you would like to take. Franklin Oppurtunities is a very aggressive fund, not something that you would want to keep as a core holding in your portfolio.

 

[gabbar.singh]

that would depend upon how much risk you would like to take. Franklin Oppurtunities is a very aggressive fund, not something that you would want to keep as a core holding in your portfolio.

Typically what % of Franklin Oppurtunities in the portfolio do you recommend for an investor who can afford to hold for 5 years from now?

What is a better substitute of Fidelity Equity Fund?

 

[Vicky78]

Fidelity equity & franklin Oppurtunities are different types of funds. Its not something you can compare with.

If you were to compare fidelity equity, you can compare it with magnum contra, Birla Sunlife Frontline Equity, Kotak 30 , Tata Pure Equity etc.