need all your expert advice on my portfolio

[johndinesh]

dear members, i hav been investing in the following funds through SIP past two years(june 2010).my aim to generate corpus for my children's education .my plan is long term investment (10 to 15 years).i need ur valuable advice on my portfolio ( whether to continue investing in the same funds or change to others funds ) .
my inv is dsp top 100 equity (g) - 2000rs
bsl frontline equity (g) -1500rs
reliance reg savings equity (g)m-1500rs
bsl dividend yield plus (g) --1500
icici pru discovery (g) -1000
hdfc top 200 (g) - 2500


pls also suggest me the best gold etf for investment . thanking u all in anticipation,
john dinesh.

 

[nsuresh_rasr]

All your funds except BSL frontline equity are good ones.
Your funds falls under the following category
1) Large Cap (DSP Top 100)
2) Large & Mid Cap (HDFC Top 200, BSL equity)
3) Mid & Small Cap (ICICI Discovery, BSL Div yield plus)
4) Multi Cap (Reliance Regular saving)

Large & Mid Cap and Mid & Small Cap category has two funds each. I would suggest to exist one of the fund in each of the category. Suggested funds to exit are BSL equity and BSL Div Yield.
If needed, you can add a GOLD ETF fund to your portfolio.

My Suggested allocation would be
1) Large Cap (25-30%)
2) Large & Mid Cap (20%)
3) Mid & Small Cap (20%)
4) Multi Cap (25 - 30%)
5) Gold EFT (0 -10%).

Good Luck.

-- Suresh Kumar Narayanasamy

 

[Subhadip]

All your funds except BSL frontline equity are good ones.
Your funds falls under the following category
1) Large Cap (DSP Top 100)
2) Large & Mid Cap (HDFC Top 200, BSL equity)
3) Mid & Small Cap (ICICI Discovery, BSL Div yield plus)
4) Multi Cap (Reliance Regular saving)

Large & Mid Cap and Mid & Small Cap category has two funds each. I would suggest to exist one of the fund in each of the category. Suggested funds to exit are BSL equity and BSL Div Yield.
If needed, you can add a GOLD ETF fund to your portfolio.

My Suggested allocation would be
1) Large Cap (25-30%)
2) Large & Mid Cap (20%)
3) Mid & Small Cap (20%)
4) Multi Cap (25 - 30%)
5) Gold EFT (0 -10%).

Good Luck.

-- Suresh Kumar Narayanasamy

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