Want to consolidate portfolio.

#1
Your suggestions are invited as I want to consolidate my MF portfolio. Now I want to retain only 3-4 funds in my portfolio. plz. help me in redesigning the portfolio. You may suggest consolidation in same fund or adding new fund. I am planning to invest in equity only with 50% exposer in large cap, 25% multicap and 25% in Mid & small cap.
My current portfolio comprises of following funds-
1. ICICI FOCUSED BLUECHIP.
2. BIRLA FRONTLINE EQ.
3. RELIANCE REGULAR SAVING EQ.
4. HDFC TOP 200 EQ.
5. DSP BR TOP 100 EQ.
6. ICICI PRU DYNAMIC FUND.
7. BIRLA MID CAP FUND.
 

Mr.G

Well-Known Member
#3
What is your current allocation in these funds?
Ask him his age, his insurance coverage, his risk appetite, his future goals, then ask his experience in the market, then ask his SIP amounts into the funds. One thing is not enough.
 

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