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rdyn
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Joined: 09/Nov/2010
Location: India
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Posts: 442
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   Posted: 03/Mar/2011 at 4:34pm |
Originally posted by barla
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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Thanks a lot barla ji 
My criteria for choosing IDFC Small Cap over DSP was the portfolio allocation/diversification :
1. DSP had/still has at that time Rallis, TTK Prestige, etc as part of it portfolio which I already own via individual shares.
2. IDFC Small Cap has been consistently performing and was giving good absolute returns in the Small MF pack.
3. Last reason - the fund manager, (low criteria when selecting the fund), Kennett Andre is the fund manager.
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rdyn
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Joined: 09/Nov/2010
Location: India
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Posts: 442
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Posted: 03/Mar/2011 at 4:38pm |
Originally posted by manish962
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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I always wanted to be a Birla  Just kidding !
Thanks for your thoughts manish ji. I went with the long term returns in this case. Never looked into Birla MF.
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rdyn
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Location: India
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Posted: 03/Mar/2011 at 4:44pm |
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Anyone tracking Canara Robeco FORCE fund and/or Kotak Lifestyle Fund? If not too, please share your thoughts looking at the portfolio.
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rdyn
Senior Member
Joined: 09/Nov/2010
Location: India
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Posted: 03/Mar/2011 at 4:50pm |
Originally posted by manish962
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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I have very less knowledge about Pharma companies. I am trying to learn from hitjee and excelji whenever they post info on Pharma companies. Personally, I believe Pharma companies will do better over long term and went with the leader here. A sectoral allocation play for me. Hope it pays off.
I was also inclined towards Infrastructure Funds (Considering all the funds were 30-50%) down from their highs. Looking at the portfolios however amazed me as most of them had Banking, Auto, etc. (Look at Canara Robeco Infrastructure portfolio, for example)
http://www.moneycontrol.com/india/mutualfunds/mfinfo/portfolio_overview/MCA040. Anyone went for a contrarian view and went for IDFC Infrastructure MF?
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srihsd1
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Joined: 10/Nov/2010
Location: United States
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Posts: 39
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Posted: 03/Mar/2011 at 8:28pm |
Hello all,
I am currently invested in the following 2 funds 50% each. Can you suggest me 2 more funds? One multi cap and one small and mid caps. And is that a good idea to invest in sector funds? If so i am interested to invest in infra funds. Please advise me.
ICICI Focused Bluechip Equity fund
ICICI Prudential dynamic plan
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Best Regards
Sri
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rdyn
Senior Member
Joined: 09/Nov/2010
Location: India
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Posts: 442
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Posted: 03/Mar/2011 at 9:23pm |
Originally posted by srihsd1
Hello all,
I am currently invested in the following 2 funds 50% each. Can you suggest me 2 more funds? One multi cap and one small and mid caps. And is that a good idea to invest in sector funds? If so i am interested to invest in infra funds. Please advise me.
ICICI Focused Bluechip Equity fund
ICICI Prudential dynamic plan
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Hi Srihsd1,
You can use the following link as a starting point to select MF's. Use a 3 or 5 year performance as the benchmark while selecting MF's. Also remember, past performance does not guarantee returns.
ValueResearch start rated MF's http://www.valueresearchonline.com/toprated.asp
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tejas.k
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Joined: 07/Dec/2009
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Posted: 03/Mar/2011 at 9:32pm |
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5 years performance is a good benchmark.
i give more weightage to 3 year performance. because this was the real test and not many fared well. and HDFC mf (most of their funds) is a winner here
Edited by tejas.k - 03/Mar/2011 at 9:33pm
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barla
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Joined: 15/Sep/2008
Location: India
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Posted: 03/Mar/2011 at 12:28pm |
dont forget quantum
Originally posted by tejas.k
5 years performance is a good benchmark.
i give more weightage to 3 year performance. because this was the real test and not many fared well. and HDFC mf (most of their funds) is a winner here
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