Ask Value Research

Medium Risk Taker

Focus on your goals with a strong equity-oriented growth portfolio

I am 28 and want to invest in MFs. Can you please suggest three to five funds in which I can invest for the next 8-10 years? I am a medium risk taker
— Senthil

With your investment time-frame you should look to invest for growth. Considering your medium risk appetite, the portfolio should have 80 per cent equity exposure with the balance being debt. This can be achieved through a portfolio of funds that will help you achieve a sizeable corpus. Your portfolio should comprise BNP Paribas Bond, Fidelity Equity, HDFC Top 200, ICICI Pru Dynamic and Reliance Regular Equity Opportunities. This portfolio offers you stable growth, which should steadily increase with time. Make sure you track your investments from time to time to ascertain their progress and make changes if need be.

Fund Scheme	Category	Rating	3-Yrs Ret (%)	5-Yrs Ret(%)
Fidelity Equity	Large & Mid Cap	*****	7.83	18.66
HDFC Top 200	Large & Mid Cap	*****	11.15	20.42
ICICI Pru Dynamic	Multi Cap	****	8.9	19.47
Reliance Equity Opportunities	Multi Cap	****	9.72	18.83
BNP Paribas Bond	Income	*****	-	-

Returns as on January 25, 2011 Ratings as on December 31,2010

This article was originally published on January 27, 2011.

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