Portfolio Review

[milind]

Request Advice on my MF portfolio

Hi,

I am reviewing my portfolio and considering additional investments. I would appreciate if the experts on Traderji can advice on my portfolio.

A. Currently I have,

Reliance Vision 13%
Franklin Flexicap 9%
Franklin Prima Plus 15%
HDFC Equity 19%
HDFC Prudence 28%
Sundaram Select Midcap 16%

B. I am considering following actions

1. Redeem Franklin Flexicap, Prima Plus and Sundaram Midcap.
2. Add following funds
Reliance Growth
DSPML TIGER or Sundaram Capex
Kotak Opportunities
Reliance Diversified Power

C. For new money (about same amount as my existing investments), I am looking at investing 50% right away and 50% a quarter later.

Does that sound okay? Should I be considering any other funds? Any advice greatly appreciated.

Thanks and Regards,

-- Milind

 

[parya4u]

All,

My current portfolio allocation looks like this . I wish to hold it for a minimum of 18 months. Please let me know your opinions on it.

ICICI Prudential Infrastructure 21.4%
Sundaram BNP Paribas Select Focus 14.2 %
Magnum Multiplier Plus 21.4%
Reliance Diversified Power Sector 14.28%
Sundaram BNP Paribas CAPEX Opp.-D 14.28%
Magnum Midcap 14.28%

Regards

 

[Vicky78]

Club all infra funds to one fund and include a large cap & aplain vanilla equity fund to your portfolio.

 

[Vicky78]

Re: Request Advice on my MF portfolio

Reliance Vision
HDFC Equity
HDFC Prudence
Reliance Growth or Kotak Opportunities
DSP ML Tiger

 

[swama694]

Suggestion on Portfolio

Hi!

I am new to mutual fund investment. I wish to start investments through sip for the following funds

hdfc prudence 5k
dspml balance 5k

franklin india prima plus 3k
reliance vision 3k
kotak30 3k
sundaram select focus 3k
DSP tiger 3k

birla sunlife equity 2k

sundaram select mid cap 2k
magnum global 2k

SBI Magnum Contra 2k

All are growth options.

can you please review my portfolio and give some suggestions. i wish to keep invested through sip for 4 years and there after will stop sip and keep the money in the fund. I look forward for maturity of 12-15 years.


regards,

George

 

[milind]

Re: Request Advice on my MF portfolio

Vicky78,

Thanks for your response.

-- Milind

 

[Vicky78]

Re: Suggestion on Portfolio

too many funds choose one or each type and you should be good

HDFC Prudence
Kotak 30
Birla Sunlife Equity
Sundaram Midcap
Magnum Contra

 

[amitbjha]

Look at My portfolio

1.Invested in Mutual Funds 10000 each
Reliance Growth
Sundaram BNP Paribas select Mid CAP
ICICI Prudential Real state Securities
Sundaram Energy Oppurtunities
Uti Infrastructure Sr 1
2. Mutual Fund SIP of for three Years starting this january 2008.
DSP ML Equity(1000)
DSP ML Tiger(1000)
Reliance Power Diversified(1000)
Standard chartered Premier equity(2000)

3.Planning to invest in Reliance Natural resources NFO 50000 this month
Do you see my portfolio is correct.

Thanks for reply.

 

[swama694]

Re: Suggestion on Portfolio

thanks for the feedback. Now I have a clean portfolio.

can you suggest best midcap fund which will win in 2008?
or i should keep sundaram select mid cap.

i also wish to know how should be the percentage allocation of fund as I prefer to have an aggressive portfolio based on the aboove selection of funds

 

[Vicky78]

Re: Suggestion on Portfolio

Birla midcap would be a better choice. Though it is a highly rated fund, I am not all that particular about Sundaram midcap.

There are some promising fund like JM Emerging Leaders and Standard Charted Premier Equity. But they dont have a long track record like Sundaram or Birla. If you want to take high risks could choose them.