Hello Mr. India, Vicky and other gurus...
It is period of review for my portfolio, I have just 2 more SIP instalments and would like to change few of my funds which has not performed so well in the last year's disaster.
Here is what I am following now:
1) DSP BR Equity = 1K each month / Periodical small lumpsum investment
2) DSP BR TIGER = -do-
3) HDFC Prudence = -do-
4) SBI Magnum Contra = Periodical lumpsum investment only
5) SBI Magnum Tax Gain = - do-
6) Sundaram Tax Saver = -do-
I would like to change to the following for the next 6 months
1) DSP BR Equity = 2K each month
2) SBI Magnum Contra = -do-
3) ICICI Pru Infrastructure = 1K each month
4) Birla Sunlife Frontline Equity = -do-
5) SBI Magnum Tax Gain = Lumpsum = If required for tax
6) Sundaram Tax Saver = Lumpsum = If required for tax
I am replacing DSP TIGER which is related to infrastructre with ICICI Pru Infrastructure. I am also replacing HDFC Prudence which is balanced fund to a large cap fund ie Birla Sunlife Frontline Equity.
Kindly advise if I am thinking on right lines or I am unknowingly commiting some blunder. Even if I am not making any mistake, please be free to suggest better funds if required.
Thanks & Regards
Jeet
It is period of review for my portfolio, I have just 2 more SIP instalments and would like to change few of my funds which has not performed so well in the last year's disaster.
Here is what I am following now:
1) DSP BR Equity = 1K each month / Periodical small lumpsum investment
2) DSP BR TIGER = -do-
3) HDFC Prudence = -do-
4) SBI Magnum Contra = Periodical lumpsum investment only
5) SBI Magnum Tax Gain = - do-
6) Sundaram Tax Saver = -do-
I would like to change to the following for the next 6 months
1) DSP BR Equity = 2K each month
2) SBI Magnum Contra = -do-
3) ICICI Pru Infrastructure = 1K each month
4) Birla Sunlife Frontline Equity = -do-
5) SBI Magnum Tax Gain = Lumpsum = If required for tax
6) Sundaram Tax Saver = Lumpsum = If required for tax
I am replacing DSP TIGER which is related to infrastructre with ICICI Pru Infrastructure. I am also replacing HDFC Prudence which is balanced fund to a large cap fund ie Birla Sunlife Frontline Equity.
Kindly advise if I am thinking on right lines or I am unknowingly commiting some blunder. Even if I am not making any mistake, please be free to suggest better funds if required.
Thanks & Regards
Jeet
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