Portfolio Review

[asterix24]

Dear Experts,

Happy New Year in advance :clap:!! As part of my annual ritual of reviewing and refining my portfolio, I hereby publish the current portfolio for me and my wife. Though this is a MF specific forum, I am including stocks also as most of you are keen observers of this genre too and am confident of getting some valuable advice from you.

I look forward to your views and comments on the portfolios below.

Mutual Fund Portfolio for Self:
***********************
DSPBR Top 100
Franklin Inda Bluechip Fund
HDFC Mid-cap Opportunities
HDFC Top 200
ICICI Pru Focussed Bluechip
UTI Opportunities

Current Stock Holdings:
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NMDC
HEXAWARE TECH
DENA BANK
CASTROL
BHARTI INFRATEL


Mutual Fund Portfolio for Wife:
************************
Franklin Inda Bluechip Fund
HDFC Prudence
ICICI Pru Focussed Bluechip
IDFC Premier Equity
Tata Balanced

Current Stock Holdings:
******************
ESCORTS
PC JEWELLERS LTD
LANCO INFRATECH

Thanks a ton in advance...:thumb: Happy Investing !!!

 

[nsuresh_rasr]

All funds other than Tata Balanced are good.


Mutual Fund Portfolio for Self:
***********************
DSPBR Top 100 --> LARGE CAP
Franklin Inda Bluechip Fund --> LARGE CAP
ICICI Pru Focussed Bluechip --> LARGE CAP
HDFC Top 200 --> LARGE AND MID CAP
UTI Opportunities --> LARGE AND MID CAP
HDFC Mid-cap Opportunities --> MID & SMALL CAP

You have 3 Large Cap funds, 2 Large and Mid Cap funds and one Mid & Small Cap fund. You can get rid off one of your large cap funds (pref Franklin India Blue Chip)

Mutual Fund Portfolio for Wife:
************************
Franklin Inda Bluechip Fund --> Large Cap
ICICI Pru Focussed Bluechip --> Large Cap
IDFC Premier Equity --> Mid and Small Cap
HDFC Prudence --> Hybrid Equity oriented
Tata Balanced --> Hybrid Equity Oriented

You have 2 Large Cap funds, 1 Mid and small cap funds, 2 hybrid equity oriented funds. I would suggest Tata Balanced to be replaced by HDFC Prudence.

Hope this helps...