My Mutual Fund portfolio

#1
I have selected the following MF to invest for about 5 years time horizon:

1) HDFC top 200 growth (SIP)
2) reliance vision ( growth)
3) Icici pru Infrastructure - Growth
4) UTI-Dividend Yield Fund/Or Opportunities Fund- Growth (Select one).

Actually I am planning to buy direct from directly fund house as i got(few)/ will be getting the online a/c.

Please suggest me if there is anything to reshuffle my above portfolio?

Any suggestions will be appreciated.

Regards

Reks
 
#2
i suggest to go for following 5* funds which are giving very good returns
icici discovery fund, principal equity blue chip fund, sundaram S.M.L.I.E., dspbr small and mid cap. return for these for last one year was more than 125%
mc malik
 
#3
HDFC Top 200 and Reliance Vision are predominantly large cap diversified funds.

ICICI Infra is a sectoral fund

Sundaram SMILE and DSP Small and Midcap funds are midcap funds.

I would suggest you to build a largecap diversified core portfolio with a small exposure to thematic and sectoral funds.

You may invest 80% of your money in large cap diversified funds like HDFC Top 200, DSP Black Rock Top 100, etc.

Remaining 20% may be allocated to thematic funds such as Sundaram SMILE and Birla Midcap.

I would suggest you to stay away from sectoral funds, since the risk involved is too high. Even though they have delivered very high returns in the past, they have a flipside.

For more details about good investment planning, you may contact Sundaram Direct. website is www.sundaramdirect.in
 
#4
1) I am thinking to remove rel vision and put rel growth (Mid cap) on its place
2) Include Birla Sun life fund- Growth

Sundaram fund: I can not consider reason being as I don't hv direct a/c with them. May be later.

So which fund I should select from ICICI if infra is risky?

rgds
Reks
 
#5
You need not have an account with sundaram to purchase its funds. You can just go to your nearest distributor and invest in which ever funds you need.

ICICI as a fund house has not outperformed the market. You may better look out for other AMCs and stay invested in a diversified largecap fund, especially in a choppy situation like now.
 
#6
You need not have an account with sundaram to purchase its funds. You can just go to your nearest distributor and invest in which ever funds you need.

ICICI as a fund house has not outperformed the market. You may better look out for other AMCs and stay invested in a diversified largecap fund, especially in a choppy situation like now.
Ok. Thanks a lot for your suggestion.

which fund you suggest in ICICI pru if lets say one has to consider one fund form ICICI?
 
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#7
In ICICI, Infra is one fund that has delivered good returns. But it is a sectoral fund and hence risk is more. There are no good diversified funds in ICICI family.
 

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