Need advice on Portfolio

#1
My Father has below Mutual funds purchased in FEB 2008.

1) Reliance Natural Resources Fund - Dividend Plan - (Rs. 200000 @ NAV 10 - present NAV 10.904)
2) LICMF Infrastructure Fund - Growth (Rs. 100000 @ NAV 10 - present NAV 10.461)
3) ICICI Prudential Fusion Fund Series -III Retail Dividend (Rs. 200000 @ NAV 10 - present NAV 13.57)


Both 2 and 3 are close ended schemes having exit load.

I feel if he exits now with small profit at least his capital will be safe . Please let me know your views on this.

Thank you
 

milind

Active Member
#2
My Father has below Mutual funds purchased in FEB 2008.

1) Reliance Natural Resources Fund - Dividend Plan - (Rs. 200000 @ NAV 10 - present NAV 10.904)
2) LICMF Infrastructure Fund - Growth (Rs. 100000 @ NAV 10 - present NAV 10.461)
3) ICICI Prudential Fusion Fund Series -III Retail Dividend (Rs. 200000 @ NAV 10 - present NAV 13.57)


Both 2 and 3 are close ended schemes having exit load.

I feel if he exits now with small profit at least his capital will be safe . Please let me know your views on this.

Thank you
Agree with you.

Milind
 

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