Help For Building my Mutual Fund Portfolio

#1
Large Cap: ICICI Focussed Bluechip, DSP BR Top 100 equity, HDFC Top 200, Franklin India Bluechip, UTI Equity

Large and Mid Cap: ICICI Prudential Dynamic, Quantum Long Term Equity

Mid and Small Cap: HDFC Midcap Opportunities, SBI Magnum Global, SBI Magnum Midcap, IDFC Premier Equity, Franklin India smaller companies

Balanced: HDFC Balanced, HDFC Prudence, ICICI Prudential Balanced

Can someone please help me pick 1 from each of these categories?

Any idea about Tata Ethical (Multi Cap) plan?
 

paran

Active member
#2
Large Cap: ICICI Focussed Bluechip, DSP BR Top 100 equity, HDFC Top 200, Franklin India Bluechip, UTI Equity

Large and Mid Cap: ICICI Prudential Dynamic, Quantum Long Term Equity

Mid and Small Cap: HDFC Midcap Opportunities, SBI Magnum Global, SBI Magnum Midcap, IDFC Premier Equity, Franklin India smaller companies

Balanced: HDFC Balanced, HDFC Prudence, ICICI Prudential Balanced

Can someone please help me pick 1 from each of these categories?
My choice would be

Large Cap: ICICI Focussed Bluechip

Large and Mid Cap: Quantum Long Term Equity

Mid and Small Cap: IDFC Premier Equity

Balanced: ICICI Prudential Balanced
 
#3
Can someone please help me pick 1 from each of these categories?

Any idea about Tata Ethical (Multi Cap) plan?
Large Cap: DSP BR Top 100 equity

Large and Mid Cap: ICICI Prudential Dynamic

Mid and Small Cap: IDFC Premier Equity

Balanced: HDFC Prudence

Go for 1 from each fund house. Also size of AUM and costs should be checked.

One outstanding fund is IDFC Premier Equity so you can try and allocate more here.
 
#5
I have HDFC Prudence in my portfolio.

Currently it is a laggard by 5~8% compared to other MFs in my portfolio due to they are overweight in financial stocks. I have been holding this MF almost 18 months by now.
How about HDFC Balanced? I see its numbers almost reaching the best MF in balanced category...
 
#6
Large Cap: DSP BR Top 100 equity

Large and Mid Cap: ICICI Prudential Dynamic

Mid and Small Cap: IDFC Premier Equity

Balanced: HDFC Prudence


Go for 1 from each fund house. Also size of AUM and costs should be checked.
One outstanding fund is IDFC Premier Equity so you can try and allocate more here.

Thanks so much for your quote...But isn't DSP BR Top100 more risk averse than other Large Cap funds I mentioned. Otherwise it is fine...

How about HDFC Balanced in balanced category?
 
#7
My choice would be

Large Cap: ICICI Focussed Bluechip

Large and Mid Cap: Quantum Long Term Equity

Mid and Small Cap: IDFC Premier Equity

Balanced: ICICI Prudential Balanced

Thanks so much...ICICI Focussed Blue Chip's record is good...but the fund manager has changed an year back...that is my main concern...Otherwise it is fine...
 
#8
I have HDFC Prudence in my portfolio.

Currently it is a laggard by 5~8% compared to other MFs in my portfolio due to they are overweight in financial stocks. I have been holding this MF almost 18 months by now.
Prashant Jain, who manages HDFC Top 200/Equity/Prudence is one of the best fund managers in the country. Over longer terms 5+ years this fund.

Many large MFs are overweight on financials. So I would not consider this short term blip and miss out on one of the best balanced funds.

Thanks so much for your quote...But isn't DSP BR Top100 more risk averse than other Large Cap funds I mentioned. Otherwise it is fine...

How about HDFC Balanced in balanced category?
DSP BR Top 100 would add more stability as the core pf. As I said, consider allocating more to IDFC premier equity, that would balance the risk/return based on your level of comfort.
 
#9
If I were to pick one and only one MF for long-term investment via SIP route, what would be your recommendation? I plan to invest ~50K per month over next 2 years and hold for long term (> 5 years).
 

MMK

New member
#10
If I were to pick one and only one MF for long-term investment via SIP route, what would be your recommendation? I plan to invest ~50K per month over next 2 years and hold for long term (> 5 years).
hi...
Axis Blue Chip Fund
Kotak Standard Multicap Fund
SBI Magnum Multicap
Invesco Contra Fund

These are provided by private banker ...

Hope this helps you.
 
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#11
hi...
Axis Blue Chip Fund
Kotak Standard Multicap Fund
SBI Magnum Multicap
Invesco Contra Fund

These are provided by private banker ...

Hope this helps you.
Thanks.
I started SIP in Parag Parikh Long Term Equity Fund. I chose this because it invests ~30% corpus in overseas stocks.
 
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