My Mutual Fund Portfolio – Review

Q & A ForumCategory: Mutual FundsMy Mutual Fund Portfolio – Review
miloocash asked 8 years ago
Hi Sree, I have invested in three funds a year back and i wish to know if the same could be continued or i should switch.
  1. HDFC Balanced Fund.
  2. SBI Blue Chip
  3. Franklin India Smaller Companies fund.
 
miloocash replied 8 years ago

Hi Sri, my horizon is 5+ years and only reason I asked is coz there are many other funds which are doing good rather very good,i completely trust your judgement.

2 Answers
Sreekanth Staff answered 8 years ago
Hi, May I know your investment objective(s) and time-frame?? The above listed funds are good ones!
Sreekanth Staff answered 8 years ago
Hi, The above listed funds are decent picks, you may kindly continue with them. Kindly look for consistency in performance across market cycles for the last many years. I believe that your choice is good. If your investment horizon is around 5 years, you may allocate less amount to small cap fund. Suggested readings : https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/ https://www.relakhs.com/200-day-moving-average-dma-mutual-funds/  
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