How good is my mutual fund portfolio?

If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.

Getty Images
I am investing in the following mutual funds through monthlty SIP:
Mirae Asset Emerging Bluechip Fund: Rs 5,000
Aditya Birla Sun Life Frontline Equity Fund: Rs 5,000
HDFC Top 100 Fund: Rs 3,000
HDFC Small Cap Fund: Rs 3,000
HDFC Capital Builder Value Fund: Rs 4,000

My investment horizon is 10 years. Is my mutual fund portfolio good?
--Nilanjana Brahma Paul

Suresh Sadagopan, founder, Ladder7 Financial Advisories, responds:


You have not mentioned your risk profile. Hence, it is difficult to say how good are these schemes for you.

  • 10.84%Annualized Return for 3 year
  • >3 years Suggested Investment Horizon
  • 3.11 YearsTime taken to double money
HDFC Top 100 Fund-Growth ★★★★★
  • 13.04%Annualized Return for 3 year
  • >3 years Suggested Investment Horizon
  • 3.4 YearsTime taken to double money
Assuming that you have a moderate risk profile, most of the funds you have chosen are fine. You may consider to stop your SIPs in Aditya Birla Sun Life Frontline Equity Fund and HDFC Top 100 Fund and can invest the entire amount in Nippon India Index Fund.

Download
The Economic Times Business News App
for the Latest News in Business, Sensex, Stock Market Updates & More.
Download
The Economic Times News App
for Quarterly Results, Latest News in ITR, Business, Share Market, Live Sensex News & More.
READ MORE
ADVERTISEMENT

Top Mutual Funds

3 M(%)
6 M(%)
1 YR(%)
3 YRS(%)

READ MORE:

LOGIN & CLAIM

50 TIMESPOINTS

Save with Tax planning SIP's

More from our Partners

Loading next story
Text Size:AAA
Success
This article has been saved

*

+