Ask Value Research

Have at least a large-cap fund in portfolio

Though your selection of funds is good, do add a large-cap fund in your portfolio

I want to invest Rs 7,500/month in three mutual funds through an SIP. My time horizon is 5-7 years. Is my selection good? I had invested in HDFC Equity way back in 2007 but discontinued. Can I continue the same with old folio number? - Vidya Bhushan

Yes, you can mention the earlier folio number in your fresh investment. Your fund selection is no doubt very good but we suggest a large-cap fund too with a lower exposure to the mid- and small-cap fund. Also, you need not have two funds from the same fund house.

Your Selection
Current funds	SIP amount (Rs)	Category	Star Rating
HDFC Top 200	3,000	Large & Mid Cap	*****
Reliance Growth	2,500	Mid & Small Cap	****
HDFC Equity	2,000	Multi Cap	*****


Our Suggestion
IDFC Imperial Equity Plan A	2,000	Large Cap	****
Canara Robeco Eq Diversified	2,000	Large & Mid Cap	****
HDFC Equity	2,000	Multi Cap	*****
Reliance Growth	1,500	Mid & Small Cap	****

Rating as on September 30, 2010

This article was originally published on October 04, 2010.

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