Need advice on my existing Investments and Rebalancing if required

Q & A ForumCategory: InvestmentsNeed advice on my existing Investments and Rebalancing if required
Manoj Krishna asked 9 years ago
Hi Really I am grateful to you for your valuable advises and suggestions in investing money across various money instruments. I have been investing an amount of Rs.1500/- regularly through monthly SIP's in the following funds with Growth option for a long time horizon in the mind. A) HDFC Top 200 from Jun 2012 B) Franklin India Smaller Companies from Jan 2015 C) Quantum LTE Fund from Jan 2014 D) ICICI Pru Value Discovery Fund from Oct 2015 E) Mirae Asset Emerging Blue Chip Fund from Oct 2015 F) SBI Emerging Business Fund from Jan 2013 But returns generated from HDFC and SBI funds are not upto the mark. Should i continue investing in these funds or shift the amount investing in the funds into other existing funds? Advice me if still re-balancing is required in the portfolio? please note that i can take risk.
1 Answers
Sreekanth Staff answered 9 years ago
Hi, You may shift from HDFC top 200 to Quantum LTE fund and SBI emerging to Mirae Emerging. Suggested readings; https://www.relakhs.com/best-mutual-fund-scheme-risk-ratios/ https://www.relakhs.com/mutual-fund-portfolio-overlap-comparison-tools/
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