These are my monthly SIPs: DSPBR T.I.G.E.R (Rs 10,000), HDFC Top 200 (Rs 10,000), Sundaram Select Midcap (Rs 10,000), HDFC Prudence (Rs 7,500) and Birla Sun Life Frontline Equity Plan A (Rs 7,500).
1. HDFC Top 200 and HDFC Prudence are doing well consistently. I will stay invested.
2. I plan to switch from DSPBR T.I.G.E.R to DSPBR Small and Mid Cap or DSPBR Equity (multi) or DSPBR Top 100 Equity (large) . Suggest the best.
3. Are Sundaram Select Midcap and Sundaram BNP Paribas Select Midcap the same?
4. Shall I continue to stay invested in Birla Sun Life Frontline Equity Plan A?
- Vijaya Ramachandran
Let's tackle the simplest one first: Yes, Sundaram Select Midcap and Sundaram BNP Paribas Select Midcap are one and the same. Now let's move on to your portfolio.
You seem to have a distinct lack of focus. Going by your questions, one cannot help but surmise that your investments have been done in an ad-hoc fashion. You plan to exit from DSPBR T.I.G.E.R. Why? Are you no longer in favour of your investment being in a thematic fund? Have you given up on the infrastructure sector? Or are you just upset that the fund has not done well in a while?
While we are clueless as to why you are exiting, there seems to be no rationale in your suggested options, other than the fact that they are from the same fund house. Here are our suggestions on your portfolio (see table Suggestions).
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This article was originally published on August 23, 2010.
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