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pkumar
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Quote pkumar Replybullet Posted: 09/Jan/2011 at 1:25pm
Tejas, this is an ideal mf portfolio i can think of. just keep youself invested more in 1 and 3 and keep your exposure minimum to 5 and 6
"The news is always a mix of positive and negative. When markets decline, people point to the negative news; and when it increases, the positive news is emphasized." - Bob Farrell
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joslinjose9
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Quote joslinjose9 Replybullet Posted: 09/Jan/2011 at 2:27pm
hi,
my mutual fund portfolio includes
reliance growth 5000
reliance regular savings 10000
reliance infrastructure 2500
hdfc top 200 5000
hdfc equity 5000
hdfc premier multicap 3800
total 31300 in one month.

i started on 2010 january and want to continue until 2020.My target is 1 crore
i want advice from teddies wheather i will acheive my target or not.
fear of lord is the beginning of wisdom
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barla
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Quote barla Replybullet Posted: 09/Jan/2011 at 4:15pm
 
I personally am careful to spread my mutual fund ivnestments across 4 fund houses.
 
I have 1. HDFC Equity and HDFC tax saver
            2. Qunatum long term equity
            3. Sundaram Tax Saver
            4. Am in the process of selling Magnum and ICICI     
                to buy DSP - Long term equity.
 
     Being invested in only 2 fund houses can be a problem if there is a crisis in the fund house. In 20 years there will be at least one problem in a fund house.    
 
Originally posted by joslinjose9

hi,
my mutual fund portfolio includes
reliance growth 5000
reliance regular savings 10000
reliance infrastructure 2500
hdfc top 200 5000
hdfc equity 5000
hdfc premier multicap 3800
total 31300 in one month.

i started on 2010 january and want to continue until 2020.My target is 1 crore
i want advice from teddies wheather i will acheive my target or not.
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tejas.k
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Quote tejas.k Replybullet Posted: 09/Jan/2011 at 7:17pm
Originally posted by pkumar

Tejas, this is an ideal mf portfolio i can think of. just keep youself invested more in 1 and 3 and keep your exposure minimum to 5 and 6

thanks a lot pkumar
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rdyn
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Quote rdyn Replybullet Posted: 03/Mar/2011 at 1:39pm
This is my long term SIP MF Portfolio - All are Growth Plan Growth Options considering DTDC levies a tax on Dividends from 2012. Comments welcome.

HDFC Equity
Franklin India Blue Chip Fund
HDFC Top 200
DSPBR Top 100 Equity Fund
IDFC Premier Equity Growth
IDFC Small and Midcap
Reliance Pharma Fund

Thanks,
Rdyn

Edited by rdyn - 03/Mar/2011 at 1:42pm
My aim is to read each and every post on TED!
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barla
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Quote barla Replybullet Posted: 03/Mar/2011 at 1:51pm
 
I like your protfolio.
 
Why did you choose the IDFC. I would think IDFC small cap to DSP small cap comparision was good. 
Originally posted by rdyn

This is my long term SIP MF Portfolio - All are Growth Plan Growth Options considering DTDC levies a tax on Dividends from 2012. Comments welcome.

HDFC Equity
Franklin India Blue Chip Fund
HDFC Top 200
DSPBR Top 100 Equity Fund
IDFC Premier Equity Growth
IDFC Small and Midcap
Reliance Pharma Fund

Thanks,
Rdyn
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manish962
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Quote manish962 Replybullet Posted: 03/Mar/2011 at 3:02pm
I would replace Franklin Bluechip by Birla Frontline Equity Fund. Also replace Reliance Pharma Fund by Either DSP Equity or Fidelity Equity. Rest is Fine.
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manish962
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Quote manish962 Replybullet Posted: 03/Mar/2011 at 3:14pm
My Ideal Mutual Fund Portfolio consist of :
 
1. HDFC Top 200 Fund
2. DSP Top 100 Fund
3. Birla Frontline Equity Fund
4. ICICI Focused Equity Fund
5. HDFC Equity Fund
6. DSP Equity or Fidelity Equity Fund
7. DSP Small & Midcap Fund/IDFC Premier Equity Fund
8. Reliance Growth Fund
 
Criteria for selection :
1-3 : Large Cap funds having consistent record.
4    : Focused concentrated large cap fund.
5-6 : Diversified funds with inclination to large cap + mid caps.
7-8 : Two Midcap funds having some flavour of small cap.
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