MF Portfolio Review - Q & A Forum

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santoshgolla asked 9 years ago

Dear Srikanth, I am 35 Years old and i have two kinds and started investing in mutual fund from last 1 year..Please find my portfolio Below ; 1.Mirae Asset Emerging BluChip Fund--3000 2.Franklin India High Growth Comapnies Fund-2000 Planning to invest on below funds 1.HDFC Childrens Gift Fund - Investment Plan - Direct Plan --4000 (for 2 kids) 2.Parag Parikh Long Term Value Fund - Regular Plan (3ooo) 3.Mirae Asset Great Consumer Fund - Regular Plan -2000 4.Invesco India Growth Fund (G)--2000 Please suggest me if any changes are required..My intention of investing in new funds like Invesco,Parag Paraikh ,Mirae asset great consumer funds are that these funds will invest some amount in china and in America stock Markets as the Indian market is in peak and i am looking for long term perspective.

2 Answers

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Sreekanth Staff answered 9 years ago

Hi, The two funds you have invested in are good ones. Though HDFC Childrens gift fund is a decent fund, personally I prefer balanced fund to it. Kindly read : https://www.relakhs.com/childrens-gift-funds-details-comparison-review/ Allocation of small amount to overseas markets is a good diversification. The investment objective of 'Mirae Asset Great Consumer Fund' is - The scheme seeks to generate long term capital appreciation by investing in equity and equity related securities of companies that are likely to benefit either directly or indirectly from consumption led demand in India and across the Asia pacific region. So, this fund may invest in stocks linked to China and other countries in Asia as well. But, what about the other two funds? Are not they normal equity funds with allocation to India only stocks?

santoshgolla replied 9 years ago

Thanks srikanth for your valuable feedback
Basically Mirae Asset Great Consumer Fund Invests in India and China Markets where as Invesco India growth fund is a complete Large cap fund which invests in indian stock Market

Need your suggestions on the portfolio .if the stock which i picked are not good suggest me some good stocks..
thanks again for your quick response

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Sreekanth Staff answered 9 years ago

Hi, I am assuming that you are referring to mutual funds??? Invesco Growth fund is a decent fund which has been consistently performing well over the last 5-10 years. Parag LTV fund is a relatively new fund (2013), I know it can be worth taking risk, but personally I would like to stick to the schemes which have longer track record. Also, you already have one multi-cap fund ie Franklin HGC fund, so you may re-assess about this..