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Tracking Performance

Track the performance of fund holdings and evaluate the need to alter funds

I am investing in the following five funds through SIPs and they are all over two years old. Should I alter my investments?
- Rajesh Jha

You have a good selection of funds in your portfolio that offers you good diversification. By opting for SIP investments you would have also realized the benefits of disciplined investments and its impact on your portfolio value. However, you need to have a plan and a goal when investing to realize the progress of your investments towards achieving those goals. Moreover, you need to track the performance of your funds regularly to make any changes. For instance, the performance of both Reliance Growth and Sundaram Select Mid Cap have been going down and you should be considering exiting it to invest in a better performing fund in the category such as DSPBR Micro Cap or HDFC Mid-Cap Opportunities instead.

Schemes  Category  Rating  3-yrs ret (%)  5-yrs ret (%)
HDFC Top 200 Large & Mid Cap ***** 12.83 17.69
DSPBR Top 100 Equity Large Cap **** 9.68 17
Reliance Growth Mid & Small Cap *** 6.02 15.41
Reliance Regular Saving Equity Multi Cap **** 5.67 22.12
Sundaram Select MidCap Mid & Small Cap **** 7.02 14.98
Returns as on March 3, 2011 Ratings as on February 28, 2011

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