Systematic Investment Plan

[rm420]

Kindly suggest best performing Infrastructure related SIP funds to invest for Long term.

ICI PRU Infra (Gr) is quite good bet if u have particular liking to Infra theme
rm420

 

[Webcheetah]

I am looking out for a moderate investment of 5K-10K / month into Mutual funds, however, without getting into monthly compulsion of SIP i have decided to purchase the MFs every month.

I am targeting :
Reliance Regular Saving Fund - 33%
HDFC Top 200 - 33%
Sundaram S.M.I.L.E - 33%

Can you guys input your valuable suggestion for the same ??

 

[amit_dangi]

Closed

Nothing special

 

[abigbull]

Hello Experts .
Need ur advice regarding the MF that is had bought in the past out of ignorance .
JM Basic fund (Growth) - is at 50% Loss bought on Sep 07
Relaince Divsrfd Power sector (Growth ) is at 4% Loss bought on Nov 07 .
where in i checked in Moneycontrol.com that for the last one yr the performance was
JM Basic fund = -19%
Reliance Divsrfd Power sector = +22 %

Now what shld i do , sell the JM fund and switch incurring a loss or stay with JM so that may be in future it will break even or sell both the funds and swith to some other fund in that case which fund .
I am aiming for good returns + resonable amount of safety for my savings in any MF.

 

[praveen taneja]

You can switch JM and retain RPDSF

 

[divakar39]

hi I am divakar. your choice of funds is good. however icici infra may be left as it is a thematic one for long term. Instead prefer some other large cap mfs like franklin india prima plus, kotak 30, magnum contra.

best of luck.

 

[coolross]

I am looking out for a moderate investment of 5K-10K / month into Mutual funds, however, without getting into monthly compulsion of SIP i have decided to purchase the MFs every month.

I am targeting :
Reliance Regular Saving Fund - 33%
HDFC Top 200 - 33%
Sundaram S.M.I.L.E - 33%

Can you guys input your valuable suggestion for the same ??

Hi Webcheeta,
Your choice of funds is good, as S.M.I.L.E. will give you exposure to small caps while the other two will cover the mid and large caps so your investment is pretty much spread.

Another good portfolio would be:
SBI Magnum Contra Fund (33%)
Pru ICICI Nifty Plan (33%)
Sundaram S.M.I.L.E (33%)

Happy Investing!

 

[Oski]

I am looking out for a moderate investment of 5K-10K / month into Mutual funds, however, without getting into monthly compulsion of SIP i have decided to purchase the MFs every month.

I am targeting :
Reliance Regular Saving Fund - 33%
HDFC Top 200 - 33%
Sundaram S.M.I.L.E - 33%

Can you guys input your valuable suggestion for the same ??

Your choice is almost similar to mine with the only difference ---

I am targeting :
Reliance Regular Saving Fund - 33%
HDFC Top 200 - 33%
Canara Robeco Equity Tax Saver - 33%.

Cheers,
Oski.

 

[ananthsankaran]

Hello All,

With due respects to Vicky and other senior members in this forum i wish to present my tabulation on the MF's i am planning to invest.

Aim: To Invest around Rs. 3,000 - 5,000 every month
Duration: planning to split into 3 parts viz 5 years, 10 years and 20 years
Risk Apetite: Medium Risk

My preferences:

Equity:

Reliance Regular Savings Equity-G - 20%
Reliance Regular Savings Balanced-G - 20%
DSPBR Top 100 Eqt Reg-G - 20%
Sundaram BNP Paribas S.M.I.L.E. Reg-G - 10%
HDFC Top 200-G - 10%

Debt:
BSL MIP II Savings 5-G - 10%
Canara Robeco Income-G - 10%

I am requesting all respected seniors and other members of the forum to go thro' the details provided above and suggest me if there could be some alterations made:

Kindly do suggest the MF's i could choose in terms of 5 years, 10 years and 20 years.

Looking forward to your response.

Always,
Ananth :thumb:

 

[mrindia]

Hello All,

With due respects to Vicky and other senior members in this forum i wish to present my tabulation on the MF's i am planning to invest.

Aim: To Invest around Rs. 3,000 - 5,000 every month
Duration: planning to split into 3 parts viz 5 years, 10 years and 20 years
Risk Apetite: Medium Risk

My preferences:

Equity:

Reliance Regular Savings Equity-G - 20%
Reliance Regular Savings Balanced-G - 20%
DSPBR Top 100 Eqt Reg-G - 20%
Sundaram BNP Paribas S.M.I.L.E. Reg-G - 10%
HDFC Top 200-G - 10%

Debt:
BSL MIP II Savings 5-G - 10%
Canara Robeco Income-G - 10%

I am requesting all respected seniors and other members of the forum to go thro' the details provided above and suggest me if there could be some alterations made:

Kindly do suggest the MF's i could choose in terms of 5 years, 10 years and 20 years.

Looking forward to your response.

Always,
Ananth :thumb:

Hi
With 3k-5k to invest in SIP, only 3 equity funds r enough:

Reliance Regular Savings Equity-G - 40%

DSPBR Top 100 Eqt Reg-G - 30%

HDFC Top 200-G - 30%

This portfolio will b nice for 5,10,20 yrs i think; if u track the performance twice a yr.

I do not believe in debt fund SIP

mr india