Portfolio Adjustments

#1
Hello friends,
Its been a pleasure to read about some very encouraging and sound advice at this forum. I would like to share my portfolio with you guys and seek advice from you. I have following six on-going SIPs in my portfolio.
TATA Infratructure Equity (G) 1000
Reliance Growth Fund (D) 1000
SBI Magnum Global (G) 5000
Sundaram Select Focus Fund (G) 1000
HDFC TOP 200 (G) 1000
DSP Black Rock Balance Fund (G) 1000

I am thinking to top-up HDFC Top 200 by Rs 5000/pm SIP and planning to add Reliance Power Sector Fund for Rs 4000 /pm SIP.

Please advise me whether I am on right track. I am high risk appetite investor of 24 years and have a view of 5-6 years.

Regards and Thanks
Arun
 
#2
Hi,

Some comments abt your funds....

TATA Infratructure Equity (G) 1000 --> I DONT KNOW
Reliance Growth Fund (D) 1000 --> ABOVE AVERAGE FUND.
SBI Magnum Global (G) 5000 --> I DONT KNOW
Sundaram Select Focus Fund (G) 1000 --> GOOD ONE
HDFC TOP 200 (G) 1000 --> GOOD ONE
DSP Black Rock Balance Fund (G) 1000 --> I DONT KNOW.

Since your risk taking is high, i would recommend you to invest more in Sundaram Select Focus & HDFC Top 200. These are very good funds for a long term perspective. If possible look into DWS Equity Fund -- Growth.

Take Care,
Suresh
 

Similar threads