Mutual fund portfolio analysis

#1
Hi everyone,

I have below mentioned mutual fund (SIP and lump sum) and their amount. Can anyone please verify if my portfolio looks good or do i need to add/remove any mutual fund.

SIP
DSP BlackRock Small and Mid Cap Fund (G) 1000
Franklin India Smaller Companies Fund (G) 1000
Kotak Select Focus Fund (G) 1000
ICICI Prudential Banking and Financial
Services Fund (G) 3000
ICICI Prudential Top 100 Fund (G) 3000
ICICI Prudential Balanced Fund (G) 3000
ICICI Prudential Value Discovery Fund (G) 3000
ICICI Prudential Infrastructure Fund (G) 3000

Lumpsum
ICICI Prudential Balanced Fund (G) 100000
ICICI Prudential Capital Protection Oriented 300000
Fund SeriesXI Plan C 1255 Days-Cumulative (G)

Note: I am willing to start 2 more SIP for 1000 each per month into more aggressive funds.

Thank You.
 
#2
Instead of Infrastructure fund, i would go for Reliance Pharma fund. I would choose Reliance growth fund instead of Banking and financial services fund. I would also change Balanced fund with HDFC BAlanced fund. And there is no Bluechip fund in your portfolio.

I would also add Debt and ETF in my portfolio to make it more diversified. Your lot of funds are from ICICI, please check the fund manager cause if fund manager of these funds will be same then you will find almost same companies in all funds which is not good for portfolio.
 

Similar threads

Broker Special Offers

Intraday Higher Leverage

Save up to 90% in brokerage and get higher leverage for intraday trades.

Name:Phone:
Email:City:
State:
Are you a day trader?