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Track Performance

Track the performance of your funds regularly & make the necessary changes…

I am 47 and have an investment time frame of 15 years. I am currently investing Rs 10,000 in Franklin India Bluechip, HDFC Top 200, DSPBR Small and Mid Cap and Sundaram Select Focus Fund. Kindly let know if I should remain invested in these funds or look for better funds giving me 12-14 per cent returns?
- Kannan Iyer

Schemes  Category  Rating  3-yrs ret (%)  5-yrs ret (%)
Franklin India Bluechip Large Cap ***** 11.84 15.96
Sundaram Select Focus Large Cap ** 2.81 12.56
HDFC Top 200 Large & Mid Cap ***** 14.99 19.11
DSPBR Small and Mid Cap Mid & Small Cap ***** 16.25 NA
Returns as on May 31, 2011 Ratings as on April 30, 2011

Your approach to build a portfolio is right, however, you have faltered on fund selection when it comes to Sundaram Select Focus. This is a large-cap fund which invests in selected companies and this select set has been causing the poor performance of this fund. The other funds in your portfolio are all good and highly rated by us. Moreover, they all have a performance history that backs their presence in any portfolio. It will be good if you exit Sundaram Select Focus and instead invest in a large-cap fund such as DSPBR Top 100 Equity. The lesson that you can draw from these investments is to track the performance of the fund in your portfolio regularly and make any changes to the selected funds if necessary.



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