Posts Tagged “portfolio”

50 hand-picked mutual funds to build your portfolio

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50 hand-picked mutual funds to build your portfolio

To rank mutual funds simply by highest past returns is an easy exercise and one that is likely to find the most interest—after all, investors want high returns—but it is not something that needs as much attention as a deeper evaluation of the funds in your portfolio does. This involves looking at consistency of returns,…

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Is my mutual fund portfolio appropriate to create wealth in 15 years?

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Is my mutual fund portfolio appropriate to create wealth in 15 years?

I am 35 years old. I have a medium risk appetite and want to create maximum wealth by investing Rs 20,000 per month for a period of 15 years. I also invest a lumpsum whenever I find an opportunity in the market. I am investing in the following mutual funds: HDFC Small Cap Fund: Rs 5,000…

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Paytm Money introduces facility to top-up mutual fund portfolio for its investors

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Paytm Money introduces facility to top-up mutual fund portfolio for its investors

Paytm Money announced that its users can now top-up their mutual fund investment portfolio in full and or in part at any point of time. The new feature is available on its latest versions of Android & iOS app that is available for download. The company believes that this portfolio top-up feature will considerably reduce…

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How concentrated is your mutual fund portfolio?

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How concentrated is your mutual fund portfolio?

Mutual fund schemes, typically, diversify across stocks and sectors. The idea behind diversification is that if some stocks and sectors do not do well, then others present in the portfolio that don’t fall by as much, prevent a downslide. But sometimes, fund managers follow a concentrated strategy either due to a scheme’s mandate or because…

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An all-equity mutual fund portfolio can be very risky

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An all-equity mutual fund portfolio can be very risky

I wish to generate more than ₹1 crore in 15 years. I invest₹1,000 in ABSL Frontline Equity; ₹2,000 each in SBI Bluechip, ICICI Bluechip and Mirae Asset India Equity; ₹3,000 each in Canara Robeco Emerging Bluechip Equities, Mirae Asset Emerging Bluechip and Axis Focussed 25 direct plan. I want to start investing ₹3,000 in L&T Midcap fund. Is my…

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Is my mutual fund portfolio allocation correct to get Rs 3 crore in 15 years?

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Is my mutual fund portfolio allocation correct to get Rs 3 crore in 15 years?

I have SIP in the following mutual funds. My target is to create Rs 3 crore in 15 years. These SIPs have been active for the last one year. Please advise if the allocation is right. Aditya Birla SL Frontline Equity – Rs 4,000 Mirae Asset India Equity Fund – Rs 5,000 Franklin Focussed Equity Fund- Rs 4,000 HDFC Capital…

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