Need Advice From All of You !!!

[hemantkawadkar]

Hi Everybody,
Please provide me your valuable fedback on my MF Portfolio.

Iam 26 and started investing in MF for long term(more than 7/10 years) .
Here is my Portfolio, all are Growth schemes(per month):

1) Franklin India Bluechip - Rs.1000
2) HDFC Top 200 - Rs.1000
3) HDFC Equity - Rs.1000
4) UTI Dividend Yield - Rs.1000
5) DSPBR Small and Midcap - Rs.1000
6) Reliancec Smallcap - Rs.500

For some debt portion i hv following :
PPF+PF+VPF= Rs.3000 per/month

I am planning to add IDFC small and Midcap and Quantum Long term equity to my existing portfolio for Rs.1000 each.
Please advice me about my portfolio and any changes required and about my additional funds.
Your advice will be helpful. :clapping: :thumb:

Thanks & Regards,
Hemant Kumar K

 

[asterix24]

Hi Hemanth,

Your choice of funds are excellent except for Reliance Small Cap. I would advise you to keep the number of funds to a minimum (4-6) across different market capitalizations. Hence, from your plan, consider the following portfolio:

HDFC Equity - Rs.2000
Quantum Long Term Equity - Rs. 1000

Franklin India Bluechip - Rs.1000
HDFC Top 200 - Rs.1500


DSPBR Small and Midcap - Rs.1000
IDFC Small and Mid cap - Rs. 1000

I have eliminated Reliance Small cap as well as UTI Dividend Yield to keep your number of funds to a maximum of 6 funds and redistributed the corpus.

Happy Investing !!

 

[hemantkawadkar]

Thanks Asterix !!!