Aggressive Portfolio | Value Research Build a diverse portfolio with 90 per cent equity exposure
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Aggressive Portfolio

Build a diverse portfolio with 90 per cent equity exposure

I wish to invest Rs 10,000 monthly in MFs through SIP. Currently, I invest Rs 6,000 a month in Reliance Growth Fund, Reliance Diversified Power Sector and Reliance Equity Opportunities through SIPs

Investing regularly through systematic investment plans in equity mutual funds is the right step towards long-term wealth creation. However, you lack the necessary discipline in building a portfolio. Your portfolio has an AMC bias wherein all the funds are from Reliance Mutual Fund, which can lead to potential problems. You need a well-diversified portfolio which does not need frequent intervention in managing them. You can look for an aggressive portfolio with 90 per cent equity exposure and the rest in debt. This can be achieved by building a portfolio of funds made from AIG World Growth, Birla Sun Life Dynamic Bond, DSPBR Micro Cap, Fidelity Equity, HDFC Equity and IDFC Premier Equity Plan A. This portfolio not only offers you superior diversification, it also has funds that are aggressive and can earn you higher returns. Make sure you do not invest regularly in these funds; you should also track its performance periodically.

Fund Scheme  Category  Rating  3- Yrs Ret (%)  5-Yrs Ret (%)
Fidelity Equity Large & Mid Cap ***** 7.31 17.87
HDFC Equity Multi Cap **** 12.3 19.53
DSPBR Micro Cap Mid & Small Cap ***** 5.63 -
AIG World Gold International Not Rated - -
BSL Dynamic Bond Ret Income  **** 8.93 8.6
IDFC Premier Equity Plan A Mid & Small Cap ***** 8.87 24.2
Returns as on January 27, 2011 Ratings as on December 31, 2010

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