Dear Experts,
I am 32 with 2 children and earn a fair sum every month. We (i.e. me and my wife) are a working couple and have been investing in MF for sometime now. Our combined portfolio as of today is as shown below:
Birla SIP 14%
DSPBR Top 100 SIP 9%
HDFC Prudence SIP 20%
UTI Opportunities SIP 14%
HDFC Top 200 SIP 14%
UTI Infrastructure SIP 6%
Kotak Opportunities SIP 6%
DSPBR TIGER SIP 6%
Sundaram Select Focus SIP 13%
However, DSPBR TIGER, Kotak Opportunities, UTI Infrastructure SIPs are ending this month. Hence, I plan to bifurcate our portfolios into separate individual portfolios as shown below:
Portfolio for me:
BSL Frontline Equity 16%
DSPBR Top 100 SIP 10%
HDFC Prudence SIP 16%
UTI Opportunities SIP 16%
HDFC Top 200 SIP 16%
ICICI Pru Discovery 10%
Reliance Growth 10% (Proposed)
Sundaram Select Focus SIP 6%
Portfolio for my wife:
Sundaram Select Focus SIP 13%
HDFC Prudence SIP 17% (Proposed)
HDFC Equity 17%
Fidelity Equity 17% (Proposed)
Templeton India Growth 17%
Sundaram Select Midcap 17%
Can you please review my selection of funds and advise any modifications or customizations?
Many thanks for your inputs and suggestions.
Happy Investing :thumb:
I am 32 with 2 children and earn a fair sum every month. We (i.e. me and my wife) are a working couple and have been investing in MF for sometime now. Our combined portfolio as of today is as shown below:
Birla SIP 14%
DSPBR Top 100 SIP 9%
HDFC Prudence SIP 20%
UTI Opportunities SIP 14%
HDFC Top 200 SIP 14%
UTI Infrastructure SIP 6%
Kotak Opportunities SIP 6%
DSPBR TIGER SIP 6%
Sundaram Select Focus SIP 13%
However, DSPBR TIGER, Kotak Opportunities, UTI Infrastructure SIPs are ending this month. Hence, I plan to bifurcate our portfolios into separate individual portfolios as shown below:
Portfolio for me:
BSL Frontline Equity 16%
DSPBR Top 100 SIP 10%
HDFC Prudence SIP 16%
UTI Opportunities SIP 16%
HDFC Top 200 SIP 16%
ICICI Pru Discovery 10%
Reliance Growth 10% (Proposed)
Sundaram Select Focus SIP 6%
Portfolio for my wife:
Sundaram Select Focus SIP 13%
HDFC Prudence SIP 17% (Proposed)
HDFC Equity 17%
Fidelity Equity 17% (Proposed)
Templeton India Growth 17%
Sundaram Select Midcap 17%
Can you please review my selection of funds and advise any modifications or customizations?
Many thanks for your inputs and suggestions.
Happy Investing :thumb: