My MF Portfolio

[gamm]

Hello all,

I am a newbie here and to MFs as well. I have invested in all growth funds and plan to stay invested for a very long time. I have invested in 3 Mid & Small Cap funds, 1 Large & Mid Cap fund and 2 Multi Cap funds. I haven't invested at all in a pure Large Cap fund; the reason being that I have already invested in 1 Large & Mid Cap fund. Is it advisable to also have 1 pure Large Cap fund?

What do you guys think about the Sundaram S.M.I.L.E Reg (Mid & Small Cap) fund?
Are there any BETTER performing Mid & Small Cap funds out there, that I could possibly consider replacing this with?

Kindly advice. Thanks.

 

[shubh]

Name of funds you have invested not mentioned. Risk profile of fund selection looks to me bit risky due to over exposer in Mid and small cap funds.Exposer in large cap fund should be somewhere around 50-60%. Sundaram SMILE i was holding it for 2 years but it was under performing fund so I exited completely and deployed money in to Birla SL Midcap fund.

 

[gamm]

I am considering replacing Sundaram S.M.I.L.E. Reg with one of the following:

1. UTI Opportunities
2. UTI Equity
3. UTI Dividend Yield
4. DSPBR Top 100

What do you guys think? Another Mid & Small Cap fund that I hold is ICICI Prudential Discovery. Should this one be exited too?

Also, should I limit my exposure to Mid & Small Cap funds and go for Large Cap funds and Multi Cap funds instead?