Should I make changes to my mutual fund portfolio?
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By ET Online |
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I am investing Rs 2,000 in each of the following funds:
Canara Robeco Emerging Equities Fund - Regular (G)
ICICI Prudential Equity and Debt Fund (G)
DSP BlackRock Equity Opportunities Fund - REGULAR (G)
DSP BlackRock Small Cap Fund - REGULAR (G)
Franklin India Bluechip Fund (G)
SBI Bluechip Fund - Regular (G)
My investment horizon is five to seven years and my risk appetite is moderately high. Please tell me if I need to make any changes to my portfolio.
-- Susheel Kumar Javaji
Subhash Chawan, Managing Partner, Moat Wealth Advisor, responds:
Your portfolio is well balanced and the selection of funds is also good. You can continue investing in these funds for the long term.
Canara Robeco Emerging Equities Fund - Regular (G)
ICICI Prudential Equity and Debt Fund (G)
DSP BlackRock Equity Opportunities Fund - REGULAR (G)
DSP BlackRock Small Cap Fund - REGULAR (G)
Franklin India Bluechip Fund (G)
SBI Bluechip Fund - Regular (G)
My investment horizon is five to seven years and my risk appetite is moderately high. Please tell me if I need to make any changes to my portfolio.
-- Susheel Kumar Javaji
Subhash Chawan, Managing Partner, Moat Wealth Advisor, responds:
Your portfolio is well balanced and the selection of funds is also good. You can continue investing in these funds for the long term.
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