Portfolio review

Q & A ForumCategory: InvestmentsPortfolio review
Syam sundar asked 8 years ago
Sir, I am investing in these funds monthly sip mode.
  1. HDFC midcap opp_2000/_
  2. HDFC children gift investment_2000/_
  3. reliance equity opp_3000/_
  4. franklin India smaller companies_4000/_
  5. BSL top 100 fund_1500/_
  6. SBI pharma fund_1000/_ For tax purposes
  7. icici long term equity fund_2000/_
  8. franklin tax shield_1000/_
  9. Sip stopped HDFC top 200 fund.investment amount is 110000/_ this amont is switched to another fund or hold it. And
  10. bsl mnc fund 40000/_ BSL banking fund 25000/_these 2 funds are one time investment.
Plz give me your valuable advice.
1 Answers
Sreekanth Staff answered 8 years ago
Hi, May I know the reason (or) your views for investing in so many funds?  Kindly share more details about your Financial goal(s), investment objectives & investment horizon. Are these funds (MF portfolio) linked to any specific goals?? Kindly go through below articles;
raju.oec@gmail.com replied 2 years ago

Hi Sreekanth,
I am high risk appetite Customer and can take high risk.I want to create 4 crore wealth as part of my Retirement,Child Education,Marriage & Travel plan.
Currently I m investing Rs 29500 every month into the below SIP.
1)ELSS Category-a) L &T Tax Advantage Growth- Monthly SIP of Rs 2000
b) Axis Long Term Equity Fund Growth-Monthly SIP of RS 2000
c)Aditya Birla SunLife Tax Relief 96 Growth- Monthly SIP of RS 3000
2)Multicap Category: a)Franklin India Flexi Fund(G)- Monthly SIP of RS 3000
b)Parag Parikh Flexi Fund(G)- Monthly SIP of RS 2500
c)Kotak Flexicap Fund(G)- Monthly SIP of RS 2500
3)Largecap Category: a)Axis Bluechip Fund(G)- Monthly SIP of RS 2500
b)HDFC Index Fund-Sensex Plan G- Monthly SIP of RS 1500(Index Fund)
4)Midcap Fund: a)Axis Midcap Fund(G)- Monthly SIP of RS 1000
5)SmallCap Fund:Axis Small Cap Fund(G)- Monthly SIP of RS 2500
6)Equity Hybrid Balanced Fund:a)HDFC Hybrid Equity Fund(G)- Monthly SIP of RS 2500
b)ICICI Prudential Equity & Debt Fund- Monthly SIP of RS 3000
7)Value Oriented Fund-Invesco Contra Fund (G)- Monthly SIP of RS 1500
1)Children study Preparation- Expenses-10 lakh(7 years from now)
2)Children Education Expenses-1 crore(9 years from now)
3)Son Marriage -80 lakh(20 years from now)
4)Retirement Corpus fund-2 crore(23 years from now)
5)Travel & Tour Expenses- 10 lakh(5 to 20 years from now).Need one SIP Fund name and SIP Amount Contribution from your end.This can be only used for Travel expeses towards india or outside india tour.
I want to do additional SIP of 20k every Month going forward.
Please review my existing Funds and let us know if you want to do any changes into existing one.
Also share the Allocation percentage or SIP contribution amount based on the funds and goals.

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